When aging clients begin missing details or making unusual requests, what should an advisor do? Jeffrey DeHaan shares ...
Family members and caregivers can be on the lookout for the following early “red flags” or warning signs of diminished financial capacity, particularly when the changes are clearly different from the ...
The numbers are disturbing. Elder abuse—especially financial exploitation—is all too prevalent and is a serious concern in estate planning and probate litigation. Whether it’s a caregiver manipulating ...
A new bipartisan bill, the Financial Exploitation Prevention Act, was recently introduced in Congress and, if passed, it could safeguard seniors for years to come. It aims to protect retirees from ...
One unsettling fact looms over a lot of families: research indicates that elderly financial abuse is perpetrated most frequently by their relatives, close friends or those who take care of them. To ...
Despite limited regulatory requirements to intervene, broker-dealers face exposure to discipline and liability claims when elderly clients fall victim to financial exploitation. In an environment of ...
TYLER, Texas (KLTV) - A Tyler veterans home is holding the 2nd annual financial exploitation awareness walk Tuesday. October is Financial Exploitation Awareness Month, and Adult Protective Services is ...
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