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The links on the attachments on this page will help expose potential ruses and scams that have proliferated the Estate Planning and Insurance industry as it relates to estate planning.  It is ALWAYS best to check with your attorney before you make any changes to a current or planned estate plan.  If you need insurance, Real Estate or annuity help, give us a call at 888-550-5521. 


Links to Estate Planning and insurance type scams (Click here to download)
Document
Scams and scammers in the trust and estate planning arenas
IF YOU ARE RECEIVING CALLS FROM COMPANIES PURPORTING THAT I HAVE "TAKEN A NEW DIRECTION," OR THAT ARE SEEKING TO "REVIEW" YOUR TRUST, AND YOU HAVE NOT DONE BUSINESS WITH THAT COMPANY, YOU CAN ASK THEM TO TAKE YOU OFF THEIR PHONE LIST AND NOT CALL YOU. IF THEY CONTINUE TO CALL, YOU CAN REPORT THEM TO THE CALIFORNIA ATTORNEY GENERAL'S OFFICE AND PUT YOUR NUMBER ON THE DO NOT CALL LIST AT 800-952-5225 OR 888-382-1222.  YOU HAVE A RIGHT TO TELL THEM YOU ARE NOT INTERESTED IN THEIR SERVICES AND TO NOT CALL YOU AGAIN!  THE STATE OF CALIFORNIA ACTIVELY PURSUES COMPANIES THAT VIOLATE THE DO NOT CALL LIST.
Clcik this page for scams and techniues con artists and other use to manipulate seniors and get into their homes in attempt to write unsuitable products.
If you click the two links above and below they will bring up internet links you can simply click on with your mouse and be taken to these different sites all over America.
Click this to see dangerous scams in Trusts, Estate Planning and Insurance

The information contained in this website is not meant to address any speciific situation and is general educational information only, found in readily available books and magazines at your public library and on the internet and is not to be construed as legal, investment or tax advice.  If this type of information is desired, the services of a competent Attorney, Insurance Agent, Investment Advisor or CPA, licensed in good standing with the State in which you reside, should be consulted.   Using or printing down forms from this site does not make you a client of Estate Services Group. 
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