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As we touched upon last week, there are a number of ways to protect yourself against schemers. Here are a few tips on how to ward off phone fraudsters and keep your information secure: Hang up. If the number is not familiar, nor is the voice, just hang up or let the call go to […]

Enough with the fake news, let’s talk about fake phone calls. As technology advances, so do the schemes of scammers and con-artists – ugh. For decades, callers have received persistent, unrelenting calls from voices they do not recognize or companies they have never heard of. Now, scammers are using technology to sound authentic and trustworthy. […]

“Law You Should Know” is broadcast courtesy of Nassau Community College, 90.3 WHPC. Myra Salzer and host attorney Kenneth Landau recently discussed various topics related to trusts and inheritance, and the need for the legal community to understand the family system. Understanding is key to helping attorneys better assist their clients in navigating the sometimes […]

Whether you are creating a trust fund or benefiting from one, it’s important to understand the details. Setting up a trust for the future is an effective method to manage the way your wealth is shared, and, sometimes more importantly, when it’s shared. You’re able to set up a trust to pass down money, stock, […]

The IOWA (stands for “inheritors of wealth anonymous”) Exploratory is a 2 ½ day workshop designed to connect inheritors with others who share the desire to integrate with wealth and their life in a positive, healthy, and fulfilling way. Hear about what you can expect to experience at The IOWA Exploratory from a former participant […]

(by Myra Salzer) I recently had the pleasure of sitting in on an interview with John Mackey, founder and CEO of Whole Foods, and Joe Polish, founder and CEO of Genius Network. Interestingly, Whole Foods and inheritors have something in common: people have preconceived notions about each. As it turns out, Mackey was a down-to-earth, […]