12. Jim Milton: The Importance of Guarding against Fraud, Protecting Assets and Estate Planning

16/11/2023 37 min Temporada 1 Episodio 13
12. Jim Milton: The Importance of Guarding against Fraud, Protecting Assets and Estate Planning

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Episode Synopsis

In this episode, Attorney James "Jim" C. Milton joins Montereau President and CEO, Scott Nield for an insightful conversation revealing a few top ways that older adults can protect themselves against fraud and identity theft. As a Shareholder and Director at Hall Estill, Jim specializes in several areas including Estate Litigation, Probate and Elder Abuse. During this conversation you'll hear about his heart for working with older adults, his advice on how to protect assets and the importance of estate planning. Jim also shares about his own vitality and the special significance of the mounted rainbow trout he has proudly displayed in his office.