Wealth and Honor

Helping Families Navigate the Financial Challenges of Age Transitions

Category: Humor

Not So Green Acres

In this episode of The Case Files, I profile a 2010 Texas case involving a daughter’s misappropriation of her deceased father’s trust funds as well as her aging mother’s personal assets. The characters from the 1960s sitcom Green Acres provide a little humor to an otherwise serious situation.… Read the rest

FL Supreme Court disbars lawyer for mismanagement of elderly client accounts.

In a case just decided by the Florida Supreme Court, attorney Dennis Horton was disbarred for mismanaging client funds. This case is profiled in a new episode of The Case Files.

Click here for a full text of the court’s decision.Read the rest

Yes Virginia…This is a Holiday Inn

According to a study released by the U.S. Census Bureau, more Millennials are living with their parents more than in any other living arrangement, with one in three 18-34-year-olds living at home. Add to this the fact that according to The National Alliance for Caregiving, about 34.2… Read the rest

A Conversation with My Older Me

They say that talking to yourself isn’t crazy as long as you’re not answering your own questions. Well reserve me a padded room because lately I’ve been having conversations with myself, and not just with myself, but with the 78-year-old version of me. … Read the rest

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