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Gainesville, FL Estate Planning, Will & Trust Law Blog

Wednesday, June 12, 2013

Beware of Estate Planning Fraud

Often presented in a seminar, by direct mail and even telemarketing, companies are promising a one-size-fits-all type of standard Living Trust that does not take into account your individual needs or situation. These so-called estate planners say they work with an attorney; however, the attorney is only the front person and is not involved in preparing the trust document.

Some have a sound-alike name similar to that of the American Association of Retired People (AARP) or other trusted organization, which might confuse the elderly into thinking the company is legitimate. I am told these defrauders sometimes even go door to door in the daytime to avoid any potential adult caregivers that may be home.

If you or your loved one wishes to set up a trust, talk with an experienced estate planning attorney today.




From our office in Gainesville, the estate planning firm of White & Crouch, P.A. advises and represents clients in communities throughout Alachua County, Marion County, Levy County, Putnam County, Clay County, Bradford County, Union County and Gilchrist County in North Central Florida. Call us at 352-372-1011 or contact the firm by email to arrange an initial consultation with us today.



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