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Updated: Jun 15
This article from CNBC is fantastic.
Great Read! You should check out this article by pasting the link below into your browser.
"Can't afford an Estate Plan? Here's what you can do without spending a fortune." by Michelle Fox, CNBC.
The number one tip suggests a client can hire a local attorney to draft a basic Will and Power of Attorney Documents. There is caution advised in the online Will drafting sites, and I would concur with the journalists sentiment here.
This is one of the saddest most tragic examples of Elder Abuse I have come across. It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida. Click on the link to read the full article below.
Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.
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