They do not trust her, nor do I’: My elderly parents fear my sister will empty their bank accounts and steal their possessions. What can we do?

March 29, 2023

Farrell Fritz Partner Neil V. Carbone was quoted in a recent MarketWatch Moneyist column ‘They do not trust her, nor do I’: My elderly parents fear my sister will empty their bank accounts and steal their possessions. What can we do?

“Sadly, the actions aimed at upsetting plans of elderly clients can often come not just from an outsider, like a neighbor or a caregiver, but also from a family member seeking to get a larger share of the assets.”

Read more of Neil’s insights via Morningstar here.