Navigating Testamentary Capacity

You have an elderly widowed neighbour. You know her so well that she asked you to be the executor of her will some years ago, shortly after her husband died. Recently, you have noticed a few changes in her lifestyle. She is full of excitement...

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Financial Elder Abuse

Several years ago, I received a phone call at the discount investing call centre where I worked. An older woman was on the line. She wanted to buy a particular investment. I noticed that she was being “coached” by someone near her on what she...

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