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Fraud by a Family Member or Person of Trust

Man holding finger to his mouth hiding money

During the last 10 of his 97 years, every time my father introduced me to someone, he always said, “This is my oldest daughter, Marti, and she manages all my finances!” He had six sons, so maybe it showed a bit of his old school nature that he pointed out it was me and not one of them who had taken on this task. He had made me co-executor of his estate along with my youngest brother, but he was very willing to have me take on the whole responsibility.

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Spread the Good Word

Elderly man in thought

No! Not that “Good Word.” This blog post is not about religion. But I am writing it with a sense of missionary zeal for spreading the many compelling topics, helpful strategies and resources I learned about recently while attending the Symposium hosted by Utah Governor Spencer J. Cox, Aging with WISE Purpose: Improving Wealth, Independence, Security and Engagement. I left with a head and a notebook full of ideas for future blogs, but I just couldn’t wait to give you a taste of some of what were the highlights for me.

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Last Updated: 12/5/23