Call Now For a Free Consultation:
(614) 532-4576
Nationwide Representation

Avoiding Senior Investment Fraud: When to Get Help With Your Finances

You probably realize that, as you age, you will need help managing your finances and making financial decisions—but how do you know when it’s the right time? Although there is no set age for when you should hand over the reins, you can talk openly with your family now and start planning ahead. Here are some important items you should discuss together:

  • Who will handle your finances when you are unable to do so?
  • How will you determine when it’s time to hand over the reins?
  • How do you want your finances handled?
  • What kinds of assets and expenses do you have?

Keep in mind, of course, that the person you appoint to help you handle your finances should be someone you trust. Make sure that he or she knows how to access to your financial records and has current contact information for your accountant, broker, attorney, etc. Learn more with "Four Easy Tips to Protect Seniors from Investment Fraud" here.

Unfortunately, even experienced investors sometimes become the victims of investment scams and Ponzi schemes. If you or a loved one has lost money in an investment scam, reach out to a financial fraud attorney with Meyer Wilson today. We’d be happy to meet with you in a completely free and confidential legal consultation to discuss your situation, your options, and where to go from here.

And, to learn more about spotting investment scams, please request your FREE copy of our book Five Signs of Investment Fraud…And What to Do if It’s Happened to You. Give us a call or fill out our easy online contact form to request your complimentary copy today!

The information contained in The Firm’s posts on its blog, fraud alerts, investigations or elsewhere on the site is based upon information obtained from other sources including, but not limited to, news outlets and federal, state, and regulatory agency filings. All suspects and subjects of postings herein are presumed innocent until proven guilty in a court of law or administrative action and any and all crimes are alleged until a court or regulatory agency finds otherwise .

Share This Story
If you found the information provided by this article useful, consider sharing to your social media channels to help others in their search for reliable resources.
Consult with Our Legal Team
There is never a cost associated with a consultation
Atlanta Office

945 East Paces Ferry Road, Suite 2275
Atlanta, GA 30326
Columbus Office

614-224-6000
305 W. Nationwide Blvd
Columbus, OH 43215
Meyer Wilson
New Orleans Office

900 Camp Street 
Suite 337
New Orleans, LA 70130
Los Angeles Office

310-905-8688
2029 Century Park East,
Suite 400N
Los Angeles, CA 90067
Cleveland Office

216-600-1355
4781 Richmond Rd.
Suite 400
Warrensville Heights, OH 44128
Bloomfield Hills Office

248-817-8214
41000 Woodward Ave.,
Suite 350
Bloomfield Hills, MI 48304
Quick Links
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from an attorney licensed in the recipient's state. Read More
The information contained in this Website is provided for informational purposes only, and should not be construed as legal advice on any subject matter.
Read More
chevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram