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Webinar - Estate Planning 101

Updated: Jul 10, 2020

I was asked to present this Estate Planning Basics Webinar in May 2020, If you are interested click on link to view:


https://fairwaymc.zoom.us/rec/share/ppJbPrKotUJIcInRyGf9Uf4COLjBeaa81ylNrKBZyx0tkoaRSl6edNcmjFJMKRfz




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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

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720-556-6584

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PO BOX 225, Golden, CO 80402

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