North Shore Planning, PLLC

North Shore Planning, PLLC Brandon L. Campbell practices estate planning and elder law on the North Shore.

🚨 **SCAM ALERT MONDAY** # # # 📬 **That Postcard in Your Mailbox May Be a Scam**Scammers don't always call or email. Some...
08/31/2026

🚨 **SCAM ALERT MONDAY**

# # # 📬 **That Postcard in Your Mailbox May Be a Scam**

Scammers don't always call or email. Sometimes, they use **postcards and letters** designed to look official.

You may receive a postcard claiming you have:

💰 Won a prize or sweepstakes
🏠 An urgent issue involving your home
💳 A problem with your credit or account
📄 An important government or legal notice
🎁 A special offer that requires immediate action

The goal is often to get you to **call a number, provide personal information, or send money.**

**Protect Yourself:**

🚩 Don't assume something is legitimate because it looks official.

🔎 Verify the company or organization independently. Use a phone number or website you find yourself—not the contact information provided on the postcard.

💳 Never send money or personal information simply because a mailing tells you to.

⏳ **Don't let a postcard create a sense of urgency. Take your time and investigate.**

**Remember: Official-looking doesn't mean legitimate.**

Share this with an older adult, family member, or friend who could benefit from the reminder.

**NAOSA – Protecting Consumers. Promoting Ethical Professionals.**

08/28/2026

🌟 **FRIDAY INSPIRATION**

**The Right Advice Should Give You Confidence—Not Confusion.**

If you walk away from a conversation feeling pressured, overwhelmed, or unsure… that’s a sign to pause.

The right professional will:

✔ Explain things clearly
✔ Answer your questions patiently
✔ Give you time to think
✔ Respect your decisions

**You should feel informed and confident—not rushed or uncertain.**

At NAOSA, we believe trust is built through **clarity, honesty, and putting people first.**

As you head into the weekend, remember:

**If it doesn’t feel right, take a step back. The right decision can wait.**

💙 Have a safe and relaxing weekend!

**NAOSA – Protecting Consumers. Promoting Ethical Professionals.**

08/26/2026

📚 **WEDNESDAY CONSUMER TIP**

# # # **Before You Hire a Professional, Check Their Credentials.**

A professional's website may look impressive. Their sales presentation may sound convincing. But **don't stop there.**

Before hiring someone to handle an important part of your life, take a few minutes to verify:

🔎 **Licenses & certifications** — Are they current and appropriate for the services they provide?

⭐ **Professional experience** — How long have they been in business?

📋 **Complaints & disciplinary history** — Are there issues you should know about?

🤝 **References & reputation** — What do other clients say about their experience?

💰 **Fees & services** — Do you understand exactly what you're paying for?

**A trustworthy professional won't be offended by questions. They should welcome them.**

Remember: **Doing a little research today can prevent a major problem tomorrow.**

At NAOSA, we believe consumers deserve accurate information and professionals who operate with **honesty, integrity, and transparency.**

**NAOSA – Protecting Consumers. Promoting Ethical Professionals.**

08/21/2026

🌟 **FRIDAY INSPIRATION**

# # # **Your Best Protection Is Being an Informed Consumer.**

We live in a world where it's easier than ever to find information—but also easier than ever to be misled.

Before making an important decision:

🔎 **Do your research.**
❓ **Ask questions.**
✅ **Verify credentials.**
⏳ **Don't let anyone pressure you.**

Whether you're choosing a financial professional, attorney, home care provider, contractor, insurance agent, or another service provider, **trust should be earned—not assumed.**

At NAOSA, we believe consumers deserve professionals who operate with **honesty, integrity, transparency, and a genuine commitment to their clients.**

**Take your time. Make informed decisions. Choose wisely.**

💙 **Have a safe and wonderful weekend!**

**NAOSA – Protecting Consumers. Promoting Ethical Professionals.**

08/19/2026

📚 WEDNESDAY CONSUMER TIP

5 Questions to Ask Before Hiring a Professional

Whether you're choosing an attorney, financial advisor, home care provider, contractor, or other professional, don't be afraid to ask questions.

Before you hire, ask:

✅ What are your credentials and qualifications?

✅ Are you licensed or certified, if required?

✅ How long have you been serving clients like me?

✅ What are your fees, and are there any additional costs?

✅ Can you provide references or explain how I can verify your credentials?

A trustworthy professional should welcome reasonable questions—not pressure you to make a decision before you're ready.

Do your research. Ask questions. Verify. Then decide.

At NAOSA, we believe consumers deserve accurate information and access to professionals who value integrity, transparency, and ethical service.

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

🚨 SCAM ALERT MONDAYYour Caller ID Can Lie.Seeing a familiar name or phone number on your screen does not mean the caller...
08/17/2026

🚨 SCAM ALERT MONDAY

Your Caller ID Can Lie.

Seeing a familiar name or phone number on your screen does not mean the caller is really who they claim to be.

Scammers can spoof caller ID to make a call appear to come from:

📞 Your bank
🏦 A government agency
👨‍👩‍👧 A family member
🏥 A healthcare provider
🏢 A business you know

Don't trust the number—verify the caller.

If someone calls unexpectedly and asks for money, personal information, passwords, or immediate action:

STOP. HANG UP. VERIFY.

Call the organization or person back using a phone number you already know is legitimate.

💡 Remember: A familiar caller ID doesn't make an unfamiliar request safe.

Share this reminder with someone you care about.

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

08/14/2026

Trust isn't given. It's earned.

When you're choosing a professional to help with something important—your finances, healthcare, legal matters, home, or future—don't be afraid to ask questions.

The right professional will:

🤝 Listen to your needs
📚 Take the time to educate you
💬 Answer your questions
❤️ Put your interests before their own

At NAOSA, we believe ethical professionals should stand out—and consumers should have the confidence to know who they can trust.

Choose professionals who put people before profits.

Have a safe and wonderful weekend!

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

🚨 SCAM ALERT MONDAYScammers Don't Take Mondays Off — And Neither Should Your Guard.One of the easiest ways to protect yo...
08/10/2026

🚨 SCAM ALERT MONDAY

Scammers Don't Take Mondays Off — And Neither Should Your Guard.

One of the easiest ways to protect yourself from scams is to recognize a simple warning sign:

Someone wants you to act RIGHT NOW.

Scammers create urgency because they don't want you to have time to think, ask questions, or check their story.

🚩 "You have to pay today."
🚩 "Don't tell anyone."
🚩 "Your account will be closed if you don't act now."
🚩 "This offer is only available for the next few minutes."

Stop. Slow down. Verify.

A legitimate business or organization should not object when you take time to make sure you're making the right decision.

💡 Remember: Pressure is a tactic. Taking your time is protection.

Share this post with an older adult, family member, or friend who could benefit from the reminder.

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

08/07/2026

🌟 Friday Inspiration

Kindness, integrity, and trust never go out of style.

Every day, ethical professionals across the country help families make some of life's most important decisions—from finding senior housing and planning for retirement to navigating healthcare and protecting their financial future.

The best professionals don't just provide a service...
They provide confidence, peace of mind, and genuine care.

As you head into the weekend, take a moment to appreciate the people in your life who have earned your trust—and remember to be that kind of person for someone else.

Together, we can build stronger communities where honesty is valued, older adults are protected, and consumers can make informed decisions with confidence.

💙 Integrity isn't just good business—it's the foundation of lasting relationships.

Have a safe and relaxing weekend!

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

08/05/2026

📚 Wednesday Consumer Tip

5 Documents Every Adult Should Have

Estate planning isn't just for retirees or the wealthy. Every adult should have these essential documents in place:

📄 Last Will and Testament – Specifies how your assets will be distributed and can name guardians for minor children.

📁 Durable Financial Power of Attorney – Authorizes someone you trust to handle financial matters if you're unable to do so.

🏥 Health Care Power of Attorney – Designates a person to make medical decisions on your behalf if you cannot.

🩺 Advance Health Care Directive (Living Will) – Outlines your wishes regarding medical treatment and end-of-life care.

📋 Beneficiary Designations – Review your retirement accounts, life insurance policies, and payable-on-death accounts regularly to ensure they reflect your current wishes.

Taking time to prepare these documents today can provide peace of mind and help protect your loved ones from unnecessary stress in the future.

Before making any estate planning decisions, consult with a qualified estate planning attorney to ensure your documents reflect your unique needs and comply with your state's laws.

NAOSA – Protecting Consumers. Promoting Ethical Professionals.

Address

100 Cummings Center, Suite 542-K
Beverly, MA
01915

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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