Yet Another Scam (Part 2)
Last week I was telling you how Joe got scammed. He paid money to increase his odds of winning a Publisher’s Clearinghouse prize. It was all a lie and he lost more than $22,000 which he wired to an overseas account. His children were as upset about it as
Yet Another Scam
6 months ago I wrote about some common scams that target seniors. Here's another one that doesn't just prey on seniors but really on anyone who is struggling financially. Joe received numerous phone calls from Publisher's Clearinghouse. That's the company that many of us remember because Ed McMahon was
A Simple Estate Matter? Not so Fast (Part 2)
Last week I was telling you about Mark’s call regarding the administration of his sister, Melanie’s estate. He had gone to the Surrogate to get appointed as administrator of the estate but had listed only 4 of 5 siblings as heirs, thinking his brother, Frank should not be listed
A Simple Estate Matter? Not so Fast
Mark called because he needed assistance with an inheritance tax return. The attorney he had hired to assist him in selling his sister, Melanie's home was unsure how to complete it. A little bit of background is helpful. Melanie died without a will. She had never married and had