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Estate Planning
: North Carolina Estate Planning BlogKeep Your Information Private
By Greg Herman-Giddens
Watch out for telephone calls where the caller requests personal information:
'There are no situations in which it is reasonable to give out Social Security, Medicare/Medicaid, credit card, checking account or other personal information over the phone or in writing unless you have initiated a conversation with a qualified person or business,' according to Angel Dennison, director of the Chatham County Council on Aging.
If you are interested in what someone is offering to sell, ask for the physical address of their office and a call back number. Then, tell the person you will call him/her back to continue the sales process. At least you will have recourse in case the offer is a fraud or your personal information is abused.
But, the best advice is to make personal contact at the place of business or decline to continue the phone conversation.
Full post as published by North Carolina Estate Planning Blog on September 29, 2010 (boomark / email).
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