Guardian

Serving Clients in Plymouth and Barnstable Counties

Elder financial abuse Estate Planning

Elder Financial Abuse and Fraud

Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch?s nose.

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Reviewing Wills and Trusts Estate Planning

Update Wills and Trusts at These 12 Times in Your Life

It is also important to realize that it isn?t merely ?why? you are updating your will, but ?when? you are updating that can make all the difference.

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