Today, we have Dr. Sam Sugar back for a second time. Dr. Sugar is a Board-Certified Specialist in Internal Medicine and Founder and President of Americans Against Abusive Probate Guardianship (AAAPG). He is here to give some critical information on how seniors can avoid the ever-increasing threat of winding up with guardianship during their lifetime. The reason why prevention of guardianship is so vital is related to the reality that getting out of guardianship or terminating a guardianship is essentially impossible. Sadly, preventing guardianship is extremely difficult because they usually result from family dysfunction. Tune in as Dr. Sugar explains the importance of joint tenancy and why seniors should not be making visits to the bank.

In This Episode:

  • [03:20] Why preventing guardianship is critical for our senior community.  
  • [05:00] Sadly, we can’t rely on the government to put restrictions on guardianships of the elderly.
  • [10:25] Dr. Sugar reveals the best ways for seniors to avoid being placed under guardianship in the first place.
  • [13:20] Why you should never ask a lawyer to solve family disputes. 
  • [21:30] The reason seniors should not be making visits to banks, credit unions, and/or brokerages.  
  • [25:40] Why seniors should put their home and assets in joint tenancy. 

Key Takeaways:

  • Seniors should not be making visits to the bank. The very act of giving away money can put a senior at risk of something really unpleasant and horrifying – guardianship.
  • It’s much easier for the court to take control over an account with only one signatory; that’s why it’s essential to put all your assets in joint tenancy. 
  • Preventing the appointment of a professional guardian over your estate is a very important move in your advanced directives.
  • An estate attorney will be able to assist you best with avoiding professional guardianship.

Meet Dr. Sam Sugar

Sam J. Sugar, MD, is a Board-Certified Specialist in Internal Medicine and Founder and President of Americans Against Abusive Probate Guardianship (AAAPG), a 501c3 organization designed to help expose the systematic corruption of this nation’s guardianship systems. Dr. Sugar received his MD from the Abraham Lincoln College of Medicine at the University of Illinois, Chicago. He achieved certification as a specialist in Internal Medicine from the American Board of Internal Medicine and is distinguished as a Fellow of the American College of Physicians.

Dr. Sugar’s book, released in 2018, “Guardianships and the Elderly-The Perfect Crime” — an Amazon #1 New Release —sheds light on this complex, opaque system, which all too often enables those in-the-know to commit “the perfect crime.”. Dr. Sugar writes frequently at and is a Certified Florida Probate Court Examiner.

A native Chicagoan, Dr. Sugar now lives in Hollywood, Florida, with his wife, Judy.



Attorney Steve Heisler

Steve Heisler decided in 1996 that he was going to focus his law practice exclusively on injury cases. Since then, he has been representing injured people against insurance companies, disreputable medical practitioners and Big Pharma, and doing it with compassion, honesty and level-headed rationality. [ Attorney Bio ]