With Mother’s Day just around the corner, now is a great time to review a few ways to help protect Mom (and Dad). See below for seven helpful tips and actions you can take today! NAME TRUSTED CONTACTS If necessary, Summa Global or your custodian (Schwab or Fidelity) may reach out to your trusted contacts […]
Taking Care of Mom: How We Can Be Your Trusted Partner
Financial exploitation comes in all shapes and forms, from the less convincing IRS scams and fake fundraisers, to sophisticated hoaxes such as the Madoff Ponzi scheme, to ultimately heart-breaking deceptions known as the “sweetheart” and “grandparent” scams.1 Even if we have not been met with one ourselves, it is safe to say that all of […]
