Recently attorneys with the State Bar of Michigan’s Elder Law and Disability Section and Probate and Estate Planning Section gave hundreds of presentations throughout the state to warn senior citizens about common estate planning scams.
Estate planning scams are all too common in the United States. In fact, they seem to be on the increase. They normally involve non-attorneys who have a vested interest in getting consumers to purchase products, such as life insurance, annuities and trusts regardless whether such products are in the consumers’ best interests.
Attorneys from the State Bar of Michigan have seen enough of these scams. As a result, they made a week-long effort to reach out to likely targets of the scams and warn them about what to look out for. Their effort was recently reported by The Times Herald in an article titled “Matt Wallace: Who should you trust?” According to the attorneys, here are two common scams:
These scams are common throughout the United States and not just in Michigan. The best thing that you can do to protect yourself is to never purchase anything for an “estate plan” without first consulting an elder law or estate planning attorney. The attorney can tell you whether or not you are being scammed.
Reference: The Times Herald (August 9, 2014) “Matt Wallace: Who should you trust?”
Suggested Key Words: Elder Law, Estate Planning, Scams
“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”
Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.
The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!
I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.
Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.