As a growing segment of our population ages, Elder Financial Abuse has proved to be a dangerous problem. Recently, Annex Wealth Management’s Director of Estate Planning Richard Behrendt wrote a compelling piece about elder financial abuse, giving helpful thoughts on how to recognize it, and why it’s dangerous to those we love.

“While not a new phenomenon, the number of reported cases of elder financial abuse have soared recently as the United States experiences a large-scale demographic shift to an older population. With an estimated 10,000 baby boomers turning 65 each day, a trend that is expected to continue for the next 10-15 years, elder financial abuse is largely a crime of opportunity.”

The article has recently been featured in the “Expert Views” section of Financial Advisor, a monthly publication which Financial Advisor delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment.

To read Rich’s piece, click here.

If you’d like to meet with Rich regarding your estate plan or to discuss how to protect yourself or your loved ones against financial elder abuse,  contact Annex Wealth Management at 262-786-6363.


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