Compassionate Allies, Aggressive Advocates

Being aware of estate planning scams

Money makes some people do some off-color things and that includes trying to scam people out of it. Florida residents need to be aware that there are shady estate planning advisors among the majority of upstanding ones and people need to know what to watch for when dealing with these planners. The elderly are especially vulnerable.

Even people who think they don't need an estate plan really do. The monetary value of assets is not the only reason for having an estate plan. There are other things that people have that may be of sentimental value or there may be a cause to which a person would like to contribute after he or she has passed away. There also may be other reasons for having an estate plan, like providing for a special needs relative. 

There is less likelihood that scam artists will attach themselves to those who already have plans in place. But these unscrupulous types are always coming up with new ways to try to be one step ahead of the law. They  will try their ideas out on trusting people who have not yet written their estate plans, especially with seniors who don't have close relatives. 

A trusted Florida lawyer experienced in estate planning will always have his or her client's best interests at heart and will help a client to draft a will, trust and other estate planning documents that may be necessary such as a power of attorney. Con artists are everywhere. An attorney with an upstanding reputation will help his or her client to be aware of the laws that govern the estate planning process so he or she doesn't fall prey to less than upright individuals.

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Meador & Johnson, P.A.
900 N. Palafox St
Pensacola, FL 32501

Toll Free: 800-785-4969
Phone: 850-483-0773
Fax: 850-435-8834
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