The risk of a global crisis seems to be ticking upwards. Political scientist Ian Bremmer recently highlighted the top geopolitical risks for 2018. If you know the worst mistakes you can make in an estate plan, you can avoid all of them. Bob Carlson describes how to sidestep the “seven deadly estate planning mistakes”. Consumer Affairs reports that scammers are now targeting seniors as the new Social Security cards are issued. Mark Huffman explains how to protect yourself.
Global Risk Roundup– Political scientist Ian Bremmer says that despite a strong global economy and resilient financial markets, the likelihood of a big, unexpected crisis is creeping up. Speaking at a recent Schwab event, he highlighted some of the top geopolitical risks that could roil international relations in 2018. Read more…
Avoiding 7 Deadly Estate Planning Mistakes– Most estate planning mistakes tend to be fall into one of several categories. Every estate plan has unique features, but the same problems and mistakes recur. Many mistakes don’t vary with the value of an estate and other factors. Each of the classic mistakes is avoidable. Read more…
Scammers Are Targeting Seniors Receiving New Medicare Cards– Scammers are calling up Medicare recipients and pretending to be representatives from the government’s healthcare program. The caller tells the victim that they need personal identifiers – including Social Security numbers and bank account information – to facilitate the switch to a new card. Read more…
John R. Day, Bill Ennis, Stephanie Hall and Matt Heller