Unexpected Inheritance – Too Good to Be True? (Part 1)
    In this week’s post I will share with you a letter a client received that he forwarded to me. Our client – we’ll refer to him as John Smith (not his real name) – received a letter from the account manager at a foreign branch of
Searching for a Support System (Part 3)
    In last week’s blog post I explained some options for our hypothetical client, Jane Doe, who has a limited family and friend support system. Neighbors, friends from different walks of life and professionals both on the health care and legal/financial side can be alternatives. I have found
Searching for a Support System (Part 2)
    Last week I was talking about the hypothetical client, Jane Doe. Jane does not have a family and friend support system to turn to when she can no longer handle her own financial and medical affairs and decision making. What options does she have?     Trusted
Searching for a Support System (Part 1)
    I received a reader email a few weeks back asking me to write about aging seniors who have no family or friends to rely on. I wrote about this topic last January (see blog posts 1-2-17 and 1-9-17) but we are seeing the scenario with increasing frequency,