The story in this video is not uncommon. Here’s another scenario:
If there were an award for Elder Abuse Prevention, Eva Smith would be a contender. Working with an estate planning attorney, she crafted a bulletproof plan to protect herself from being financially exploited by a family member. Here’s her story:
Eva hated to admit it, but she was concerned that her daughter Karen would try to take advantage of her after her husband Bob’s death. Karen had been unable to hold any job for longer than a few months due to her alcoholism. She had tried numerous times to play on Eva’s sympathies, but Bob always made sure to keep clear boundaries. Now that he was gone, it was up to Eva.
Securing your finances
To protect herself, Eva met with an estate planning attorney. Here’s the plan she and the attorney came up with to protect Continue reading