Potential clients come to me on a regular basis with familiar stories. The details and circumstances differ in each case, but the basic plotline remains the same. An elderly loved one who recently passed away had been ailing - maybe they suffered Alzheimer's or dementia. Another person - often a particular family member or a caretaker - took advantage of their vulnerability and convinced the elder to transfer all their assets over to the wrongdoer. Frequently that wrongdoer will be addicted to alcohol or drugs and depends on the elderly parent or grandparent for income. Sometimes it's a stepmother that changes the trust in her favor over biological children of her deceased husband.
Regardless, beneficiaries are blindsided when they learn their inheritance rights have been violated. Coupled with the loss of an elderly loved one, this kind of news adds indignation to the heartbreak. How can you respond to such an obvious injustice? That's why I decided to write a book on that very subject, The Wolf at the Door: Undue Influence and Elder Financial Abuse. This week journalist Elliott Raphaelson of The San Diego Union-Tribune reviewed The Wolf at the Door and recommended it as "informative and comprehensive" practical guide for both families and financial planners.
I'd like to thank Mr. Raphaelson and The San Diego Union-Tribune for putting a spotlight on the challenge of elder financial exploitation. The rate of abuse is rising, and victims need somewhere to turn. Because I can only serve a limited number of clients at any given time, I've written The Wolf at the Door and my new book Alzheimer's, Widowed Stepmothers & Estate Crimes to provide the basic tools for stopping estate predators.
If you would like a free digital copy of The Wolf at the Door or Alzheimer's, Widowed Stepmothers & Estate Crimes, email us at [email protected] I'm happy to share this book on a very important topic.