Blog Articles

Elder Financial Abuse

Why Do Seniors Get Scammed by Family Members?

Picture this scenario at the bank: A woman walks into her branch with her 25-year-old grandson and they’re ready to transfer $4,000 or so out of Grandma’s account into his. Is the grandson running a scam? If so, can the bank do anything to stop it?

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Advance Healthcare Directives

Sharing Legal Documents and Passwords

Safe and shareable password storage is vital in today’s computerized world. The old solution–writing down passwords on paper set next to your keyboard–is not safe, not adequate and not shareable.

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Asset Protection

What Do I Do With an Inherited IRA?

If you are lucky enough to inherit a 401(k) or an IRA, when you don’t know what you are doing, you could put your inheritance at risk. The tax rules need to be followed to the T. These IRS inherited IRA rules will vary, depending on who has passed away, and who is inheriting the retirement accounts.

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