))
Late Life New Romance, Financial Exploitation, and Undue Influence with Lisa Cukier (Ep. 22)
Manage episode 448808445 series 3545639
İçerik Abbey Henderson, CFP® and Abbey Henderson tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Abbey Henderson, CFP® and Abbey Henderson veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Imagine a later-life romance that brings not just love but also the risk of financial exploitation.
Abbey Henderson is joined by Lisa Cukier, a partner at Rubin and Rudman and a highly regarded professional in family law, trust, and estates. Drawing from her extensive legal experience and background in social work, Lisa sheds light on the growing dangers of financial abuse in late-life relationships.
As cognitive decline takes hold, individuals may become more vulnerable to undue influence, opening the door to exploitation from new romantic partners, caregivers, or even family members.
Key Highlights:
- Unpack the emotional and financial risks in late-life relationships involving wealth
- Spot red flags of financial exploitation, including sudden shifts in financial behavior or new people making decisions
- Navigate legal options: When to involve probate court or elder protective services
- Understand the critical role of family members, advisors, and fiduciaries in safeguarding against financial abuse
- Learn how proactive planning and open communication can prevent future legal battles and financial loss
- And much more!
Connect with Abbey Henderson:
- LinkedIn: Abbey Henderson
- Abbey@AbarisFinancialGroup.com
- Website: Abaris Financial Group
- Facebook: Abaris Financial Group
- Facebook: Abbey Henderson: Trusted Financial Advisor & Coach
- Instagram: @trustedadvisor_coach
- LinkedIn: Abaris Financial Group
- X (Twitter): Abaris Financial Group
Connect with Lisa M. Cukier:
About Our Guest:
Lisa Cukier is a partner at Rubin and Rudman, specializing in family law, litigation, and trust and estate issues. She has been recognized on the Massachusetts Super Lawyers list for 19 years and is a member of the Massachusetts Lawyers Weekly Circle of Excellence. With her background as a social worker, Lisa brings a unique, empathetic approach to her legal work, particularly in navigating complex family and financial dynamics.
23 bölüm
Paylaş
