Financial crimes are growing more prevalent in Michigan and across the nation and seniors are frequently the most victimized demographic. Securities fraud is problematic because is difficult to detect before it is too late. This goes beyond simple acts of theft and...
Month: November 2021
How can I talk to my parents about estate planning?
Over the past two years or so, estate planning has become a hot topic, but for some, if not most, estate planning is still just on the to-do list. However, for our aging parents, the need to estate plan gets more urgent with every passing day. It is a hard...
Lying is not only the only reason a broker can be held liable
Obviously, financial professionals should not lie to their clients or commit fraud with the client’s money. Those who manage money on behalf of other people need to be basically honest. If they are otherwise, then their clients may be entitled to compensation....