United Planning Group - Estate planning fraud

Brecksville, Ohio 43 comments
Not resolved

My aunt who was given six mnths to live was contacted by United Planning Group, was told that she must immediately set up a trust or proceeded with horror stories.She paid they $2998.00 and ended up with a will and an attorney who just passed his bar and opened an LLC.

She was told that a trust could not be set up but would be reimmbursed for the remainder. They did not, they upset her immensely and she did pass away in 2 months. I have contacted them after I found out they did not pay back the monies and lied to her. They are not working with me in an ethical way and I still do not have the monies.

I have researched this and they have class action suits against like companies for various sins. They lied and I could of done better with the estate myself with no attorney. No worse and they say sorry you feel that way. Generic line for we will do what we want, when we want.

They should not be allowed to get away with this, technically they took a persons life savings and distributed it to various thieves.

Run do not walk to the nearest estate attorney, one attorney told me.I say run don't walk if you hear the name United Planning Group

Review about: Estate Planning.

Comments

Anonymous
#812711

Have you ever seen the State Farm commercial where the lady is waiting for her date who she met online?He said he was a "French model", but in reality, he was REALLY ugly.

:-) While disappointed when she first meets him, she's tells her friend, "it must be TRUE", because I READ IT ON THE INTERNET! Well, the reality of these comments, especially those posted by "Anonymous" people, should most definitely be discounted given their lack of credibility or proof. The TRUTH is that ANYONE can say anything they want about a person or organization on the internet and do it "Anonymously", without consequence. Its unfortunate, but reality.

In most instances, THE TRUTH is that these comments are "probably" written by an ex-disgruntled employee, a competitor, or in this case, an attorney who just lost a client and wants revenge. If you want the TRUTH about a company, go look at their Better Business Bureau (BBB) record. If you really want the TRUTH about a company, the BBB will only accept complaints from "customers", not people who aren't customers like the two previous comments listed below. You must prove that you're a customer to file a complaint with the BBB.

Therefore, in my opinion, you can TRUST the BBB. In this case, if you look at UPGs BBB Record, you'll see they have an "A Rating" with 0 complaints in the last year and 5 complaints in the past 3 years. All of which, I might add, we're resolved to the satisfaction of the customer. Again, its...

Just like that French Model, you should consider the SOURCE and CREDIBILITY of the information you see or read. Only then can you really decide whats right for you. Remember, there will always competitors or ex-employees who will be willing to stoop to whatever level it takes to knock out the competition or get back at someone. Don't be "fooled", be sure that you're relying on CREDIBLE sources for information before you decide whats best for you and your family.

Again, in my opinion, you can TRUST the Better Business Bureau.

If you want to see United's record for yourself, copy and paste this into your URL:

http://www.bbb.org/west-florida/business-reviews/estate-planning-management-companies/united-planning-group-corporation-in-lakewood-ranch-fl-90082171

I did my estate plan with United several years ago and it disheartens me to see that people are willing to stoop to this level to discredit a good and caring organization like United.As a "client", Im quite satisfied and appreciate what this company has done to help me and my family and Im proud to share my experience.

William Eads

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Anonymous
#786020

Also, UPG sent out cards to elderly people (I'm over 55), about gathering to a meeting at Golden Corral a few weeks ago----the info.on the card said things about "estate planning", nursing home information, etc., well, I turned the card in but said I couldn't go to the meeting and would like more information--that's when I get a phone call the other day with an Oklahoma area code (918)--I live in Missouri,--I told the guy to come on over--which I normally don't like to do--I'm suspicious of door-to-door sales people---so he came over today and spent an hour at least--but his info.

didn't set right with me--he wanted me to debunk my already- made Will and go with UPG Revocable Trust--I said I'd have to think about it--he threw his hands up and said--something like "I just wanted to have fun" --that's what it sounded like to me--cause I didn't want to pay him anything--he gave all these so-called "stories" of different people who went with UPG….I think they just make them up, personally.

Also, he said that with a Will, a Judge could within 6 months or after the 6 month waiting period, tear the Will up if he (the Judge) chose to because he didn't think it was right with just one person getting inheritance….SOUNDS FISHY TO ME.I DID NOT GO WITH UPG--Thank God; he was charging me, $1495.00 whereas he said a lawyer might charge $1500--for the amount of assets I had------Not good, that these people...

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Anonymous
#786012

A United Group Plan rep. just visited me today--some things he said did not make sense---and I told him after he went through all his talk, that I'd think about it and I did take his card--but his purpose was to have me get a Trust with UPG and do away with my will that's already in place…..my advice to everyone is to stay with your respective lawyers--this information this man told me, does not make sense…..DON'T GO WITH TRAVELING SALESMEN--STILL BAD NEWS--NO DOOR TO DOOR STUFF!!

Anonymous
#689578

UPG has not been in Ohio for at least 9 or 10 years.In fact, they have never been in Ohio under the name of UPG.

Perhaps this is an attorney who tells people to just get a will and not a trust because he wants to take fees out of the estate when the person dies.

With a trust, the attorney gets nothing because the successor trustee can handle the estate dissouluton without an attorney.Be wary of attornies who advise against a revocable living trust.

Anonymous
#647504

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A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy. A work and no play makes jack a dull boy.

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Anonymous
#611001

:) :grin ,) 8) :p :roll :eek :upset :zzz :sigh :? :cry :( :x :) :grin ,) 8) :p :roll :eek ...

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Anonymous
#610425

Parents set up trust in 08 with old name of co United Financial Systems Corp.Seemed to be fine until dad died and mom now wants to make changes to it.

Pay a $50 fee each year to cover any reviews of trust and 3 document changes per year. Contacted original lawyer who sent agent from different company out and then told us he would have to charge for all changes. Finally got ahold of someone from $50 invoice who set us up with new rep. He has blown me off for 4 meetings.

First one, waited for an hour and called him, got voicemail and 1/2 hour later he called to say his kid was sick. Second one, he called 1/2 hour before meeting to say he had to move his kid's dentist appointment so they wouldn't miss Valentine's party at school and he wouldn't make our meeting. However, he wanted to discuss changes needed and said he would let new lawyer know. Third one, he was tied up with another client and had to attend his kid's basketball game after.

Said no need to really meet, that all changes are being done and under control. I told him I wanted to meet so we both could look at what needed changed and make sure everything needed was in fact being done. Set up for next day, Sunday, and never showed or called. He did tell me lawyer's name and I have found a number for him on my own so I guess I'll just call him directly.

The truth is, this guy can't be bothered because my mom has no money to invest in any of their "annuity" products and he isn't making...

Anybody who wants to set up a trust or will should just find a lawyer.

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Anonymous
#604237

That's funny, UPG hasn't been in OHIO as UPG and hasn't worked period in OHIO for 10 years!!

Anonymous
#602257

:) :grin ,) 8) :p :roll :eek :upset :zzz :sigh :? :cry :( :x :) :grin ,) 8) :p :roll :eek ...

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Anonymous
#602252

,) :p :upset :? :cry :x ,) :p :upset :? :cry :x ,) :p :upset :? :cry :x ,) :p :upset ...