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Who Is Competing For Your Aging Client’s Attention and Dollars?

Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there.  Competition with you for their invested assets can become an increased threat when an older client’s judgment is compromised. With impaired judgment, they might fall for the “free meal” seminar, a…
Carolyn Rosenblatt
March 21, 2015
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Would You Immediately Recognize These Elder Abuse Hidden Scams?

Most days at I get a call from an adult child of an elder, asking me about shady dealings over a parent’s finances. Sometimes it’s the niece, grandson, or other family member the caller is worried about. Sometimes it’s the caller’s sibling whose actions are in question. And all the…
Carolyn Rosenblatt
October 3, 2014
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Tax Scams and Your Aging Parents: Phone Scams Escalate During Tax Time

A new and fast moving telephone scam is targeting taxpayers across the country.  The Fraud Watch Network sent out a press release detailing how thousands of victims have already lost more than $1million.  Please caution your aging parents and others as well. Older adults are more likely to be victims of…
Mikol Davis
April 1, 2014
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Shocking True Story: The Nurse Who Refused to Give CPR to an Elder: Elder Then Died

Hello again, Carolyn and Mikol here. As a nurse and attorney, I can tell you I really had a problem reading about a nurse who refused to give CPR to a dying resident in the seniors' community where she worked. I got a sick feeling in my stomach.  But there…
Mikol Davis
February 25, 2014
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Legal Limits of Care in Assisted Living Facilities

When aging parents come to the point when assisted living seems like the best choice, it is usually their baby boomer children who see it first. Perhaps the adult children live in another state. Perhaps they are unable to visit Mom or Dad often enough to feel comfortable leaving them…
Carolyn Rosenblatt
February 21, 2014