melissadoughertyan
- Oct 13, 2020
- 1 min read

"Peace of Mind" Podcast

Check out my Podcast https://melissadoughertyanderson.podbean.com/

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THE MOST IMPORTANT DOCUMENT

Designating a Power of Attorney is such a critical and important part of Estate Planning. It may be the MOST IMPORTANT document you ever...

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melissadoughertyan

Jan 15
1 min

Probate Estate Administration

Loosing someone you love is hard. Dealing with Estate Administration matters during the grieving process, can feel like an uphill climb...

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Elder Law

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.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

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.

https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

"Peace of Mind" Podcast

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At 93, She Waged War on JPMorgan—and Her Own Grandsons