Author Archives: Skvarna Law

Elder Fraud: Prevention Steps

Scammer stealing a credit card from a senior woman online, internet fraud and seniors concept

Educating older adults never to give out financial, government ID, or other personal information over the phone or internet is crucial to protect them. The older you become, the greater the risk of elder fraud. Knowing the possible schemes and planning additional oversight of your financial accounts can help protect your or a loved one from elder fraud. Contact our office to talk with an elder law attorney for resources and help to recover from fraudulent activity.

Overcoming Estate Planning Nightmares

scared woman hiding behind blanket in bedroom at home

The key to ensuring that your estate plan will work the way you envision is understanding that how you own your money and property (i.e., how title is held) determines whether your will or trust, or neither, controls who will receive that money and property.

Batman: The Masked Philanthropist

Tambov, Russian Federation - July 29, 2018 Portrait of Lego Batman minifigure against LEGO gray baseplate background.

Bruce Wayne possess something key to moonlighting as Batman: money. Heir to an enormous fortune, Wayne emerges as one of Gotham’s wealthiest citizens. A major philanthropist who donates money to various causes, neither role would work without assets.

A Blind Trust: What is it?

blind trust word or concept represented by wooden letter tiles on a wooden table with glasses and a book

The beneficiary of a blind trust also has no knowledge of what goes on with the trust. However, in most cases, the trust-maker is also the beneficiary. That is, the trust contains their personal money and property, and the trustee manages that money and property for the benefit of the trust-maker-beneficiary—the trust-maker-beneficiary just has no knowledge of, or control over, the activities of the trust.