The Stano Law Firm - Estate Planning and Elder Law Tips- Cleveland Elder Law Attorney

Estate Planning and Elder Law Tips- Cleveland Elder Law Attorney

There are more salespeople selling annuities and life insurance than you can likely count. While some have good products and services to offer, some are just looking to gain access to your financial records and accounts. These tips should help you determine what is a safe bet, and when to run for the hills.

If you are being approached with offers for a living trust, estate or financial planning service, call your lawyer. If you don’t have one, and really feel the offer is a good deal, invest in an elder law attorney’s services to review the offer before handing over your hard earned money.
High-pressure tactics are a sure sign of a problem. If you are being pushed, walk away.
Always take a night or two to sleep on your decision before signing any documents
Obtain a copy of any documents you sign
Require the salesperson show you identification and proof of expertise
Avoid home solicitors, unless you invited them to a meeting at your home
Ask for cancellation policies and rights in writing
Research any company or professional you consider doing business with, including online searches and BBB ratings
Report high-pressure tactics or suspected fraud to the police

By Paul Stano|2020-05-06T23:33:20-04:00October 22nd, 2012|Cleveland Ohio Estate Planning|Comments Off

About the Author: Paul Stano

Paul is a second-generation advocate for Ohio seniors. If his name sounds familiar, it’s because he is the son of Jerome P. Stano, an Ohio state senator, who was Chairman of the Nursing Home Commission as well as a co-sponsor of the Homestead Exemption Act. Over the past two decades, Paul has helped older Americans and their families design Estate and Life Care Plans that assure that loved ones are taken care of while saving as much of their hard-earned money as possible. Paul has taken a great deal of time and effort to pull together a team of people who share his passion for helping seniors. Each member of Paul’s team has a special talent or expertise that helps clients accomplish their goals. “I’ve grown up in this area, and my purpose is to help the hard working people of my community keep what they’ve worked so hard to earn.”