Ask Paula: My Dad Died, and My Mom Is CLUELESS About Finances
Afford Anything
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Elderly Financial Fraud
One in 700 people have an estate planning problem based on the value of their assets. If there are children by prior marriages, if there are other relationships that mom has had, besides Ellen's dad who passed away, that also can increase complexity and the trust might be necessary. One thing to note is that when scammers contact you or contact your mom, in order to close the deal, as it were, a scammer will create a sense of urgency.
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