Representing a new low in criminal identity theft, five people were indicted in a scheme that targeted older and disabled veterans. For a period of five years, the criminals used personal information to "withdraw or reroute millions of dollars in disability benefits and other payments made to veterans. The stolen funds were later wired to … Continue reading 5 Indicted in Identity Theft Scheme That Bilked Millions From Veterans
In a case just decided by the Florida Supreme Court, attorney Dennis Horton was disbarred for mismanaging client funds. This case is profiled in a new episode of The Case Files. https://youtu.be/WlqHhFpuJaI Click here for a full text of the court's decision.
Sometimes hearing a familiar principle from a different cultural context makes it seem more interesting, less banal; the same way that eating pizza prepared by a street vendor in Rome would taste better than my local delivery pizza simply because it was made in Rome. Most westerners are familiar with the fifth commandment in the … Continue reading What is your honor code?
Unmarried couples, face a variety of problematic and emotionally difficult issues because estate planning laws are written to favor married couples
Contrary to popular belief, older investors have as much of an appetite for impact investing as their younger counterparts. Articulating social impact is not only about measuring an investment’s good in the near term but showing (particularly older) investors how their capital can leave its mark long after they’re gone. Fund managers who may be … Continue reading Older Investors Also Want to Know the Impact of Impact Investing
The emotional stress of dealing with one’s impending death due to a terminal illness like cancer, AIDS, etc., is further compounded by the customary increase in medical bills and a likely reduction in earning capacity. A person owning life insurance policies may have several options for reducing some of his or her financial concerns. Methods … Continue reading Life Insurance Options for the Terminally Ill
So, your parents have a trust, and you’ve just found out that you are the trustee. Do you thank them or did they reward you with the booby prize? A trustee is held to a high standard of accountability and must act in accordance with an established standard of care as outlined below. To fail … Continue reading I’m Trustee For My Parents’ Trust – Now What?