A Four-Decades Long Social Security Scam Finally Ends

September 10, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning

In February, Social Security officials calculated that a woman who was sent monthly checks for decades was 114 years old. The problem? The lifelong New Yorker died more than 40 years ago—and may never have seen a penny of her retirement checks totaling nearly a half-million dollars.

Baseball Champion Sues Daughter-In-Law, denies having Dementia

July 29, 2020
Bill O’Leary, Esq.
Asset Protection, Elder Care, Elder Law, Estate Planning, Long-Term Care Planning, Power of Attorney, Probate and Estate/Trust Administration

Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.

Retirement Accounts Targeted by Cybercriminals

February 4, 2020
Bill O’Leary, Esq.
Asset Protection, Estate Planning, Financial Abuse

Unlike with stolen credit cards, a saver's losses to fraud in retirement investment accounts aren't limited by federal law, although mutual fund companies typically say they'll reimburse funds lost to fraudulent activity.

How to Combat Elder Financial Abuse

Regulators are stepping up efforts to protect seniors. However, you still need to create your own safety net.