How a Niece Stole Her 92 Year Old Aunt’s Life Savings to Buy a $529,000 House

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Attorney and CPA Joe Cordell walks through how a 92 year old woman’s life savings became the target in a family exploitation fight. In the second part of our three part series, Joe details the real life story behind our protection planning discussion. Mildred Callahan, a 92 year old retiree in Arizona living with dementia, had disinherited her niece Rhonda Lynn Orr back in 2013. Years later, Rhonda gained control of Mildred’s accounts, opened a credit card in her name, tapped her CD and annuity, and tried to move $200,000 in one transfer that Bank of America stopped.

Call 866-323-7529 or visit https://cordellcordell.com/practice-areas/estate-planning/ to schedule an estate planning consultation. For a limited time, mention LIFE’S THIRD ACT for 15% off eligible estate planning services!