I recently attended and spoke at the 7th Annual Academy of Special Needs Planners in Austin, Texas. Each year that I attend, I come back with more ideas to improve the trusts that I write and to solve problems faced by our trustees and beneficiaries. I have been serving on the Model Trust Drafting Committee…
There is a new telephone scam that is targeting seniors who have Medicare. According to complaints filed with Better Business Bureau offices throughout the country, scammers are calling Medicare recipients and encouraging them to provide bank account information to receive direct deposits from Medicare. The scammers claim to be working for the government. They say…
While there are lots of advertisements and websites that claim to offer you a free credit report, the only truly free credit report available is from the Federal Trade Commission (FTC). The FTC recommends that consumers check their credit report at least annually. A Federal Trade Commission study of the U.S. credit reporting industry found…
