How to Protect Your Estate from Scammers

Could this happen to you?

You get a text that looks totally legit—“Congratulations! You’ve won Publishers Clearinghouse. Millions are coming your way!” All you have to do is mail $15,000 in cash.

If you think you’d never fall for it, think again. That’s how my client, Colonel Johns, a smart and capable retiree, got scammed.

When the unthinkable happens, a scam, a sudden illness, or a crisis, will your family know what to do? Do they know who to call?

In this episode, I walk you through the journey of Colonel Johns, a retired Army officer whose careful estate planning saved his legacy from disastrous mistakes and greedy scammers. It’s not just a story about documents, but about making sure the people you love have a clear road map to follow, so they can take care of you and your wishes, no matter what.

You’ll see how strong estate planning isn’t just about paperwork, but about building a safety net for the moments when judgment slips, and life throws curveballs.

By the end of this episode, you’ll understand how a good plan protects your independence for as long as possible, and then steps in when needed, without creating headaches or legal roadblocks for your family. It’s about peace of mind for you and for them.

Chapter Highlights

(00:00) How my client got scammed
(04:46) How a revocable living trust works to safeguard family assets in real life
(05:46) Why leadership experience can make even smart people vulnerable to scams
(06:42) How family members took over and protected Colonel Johns’s assets from further loss
(08:03) Navigating financial institution hurdles: why estate documents don’t “expire”
(11:46) What ongoing support from your estate planner looks like when you need it
(14:28) Why estate planning isn’t just for when you die—it’s for those everyday bumps, too


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Meet Jim Miskell

Jim Miskell is the principal attorney and founder of the Estate Planning Law Group of Georgia, James M. Miskell, PC, and practices exclusively in the areas of Elder Law, Estate Planning, and Probate. Jim began his law career more than 30 years ago as an Assistant District Attorney, specializing in prosecuting crimes against children and special victims.

For the past decade, Jim has been in private practice as The Estate Planning Law Group of Georgia, James M. Miskell, P.C. and now specializes in wills, trusts, estate planning, and elder law, helping families plan for all stages of their lives.

No two families are the same and no two estate plans are the same.  Jim believes that estate planning is most effective when you understand all of your options before making any major decisions. To that end, the Estate Planning Law Group of Georgia, James M. Miskell, PC, offers free educational workshops so that clients discover potential issues and options for their families. Then, in consultation, families can make informed decisions in planning for the future.
 
Disclaimer

The information provided in this podcast is for general informational and educational purposes only. It is not legal advice. If you need advice about your specific situation, please consult a qualified attorney licensed to practice in your state and experienced in the relevant area of law.