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IRA Lawsuit Shows Why Advisors Must Watch for Elder Financial Abuse
News February 08, 2024 at 02:41 PM
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What You Need To Know
- A woman alleges her uncle abused her late grandmother and coerced her to change beneficiary amounts.
- Advisors with aging clients should put safeguards in place early on and should treat beneficiary changes with caution.
- Hiring professionals to hold power of attorney or execute a will can help families avoid conflicts of interest.
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