Yearly Archives: 2020

ATTORNEY NEWSLETTER Navigating The Financial Aspects of Cognitive Decline Make An Inventory of Assets And Seek Professional Help Consider Powers of Attorney and Revocable Trust Agreements When a loved one is beginning to manifest signs cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to occur. […]

ATTORNEY NEWSLETTER Caregivers Prey On Lonely Widows and Widowers Protect Your Children’s Inheritance in the Family Home Consider Life Estates Sadly, there’s a repeating pattern of caregivers getting their hands on a senior’s home after a spouse of many years passes away. Isolated seniors are particularly vulnerable to financial exploitation […]

ATTORNEY NEWSLETTER Taxpayer First Act Helps Whistleblowers New Protections Against Employer Retaliation Awards Exceeded $430 Million In Last Two Years Based on Fiscal Year 2019 figures just released, the Internal Revenue Service (IRS) awarded more than $430 million in 2018-2019 to individual citizens who blew the whistle on tax fraud. […]

ATTORNEY NEWSLETTER Ponzi Schemes Increasingly Target Older Investors One Red Flag: Promises of Guaranteed High Returns In a Ponzi scheme, fraudsters use money they collect from new investors to pay existing investors. What appears to be a return on your investment is actually money from another investor who has been […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Caregiver Accused of Stealing $1.1 Million From 94-Year-Old Preventing Caregiver Account Access In-home caregivers have access to a senior’s valuables, credit cards, bank accounts and important papers unless you keep them out of reach. They also have access to a senior’s accounts via […]

ATTORNEY NEWSLETTER False Billing, Overcharging, Upcoding And Other Healthcare Fraud Whistleblowers Rewarded For Blowing Whistle The FBI estimates that fraud under the federal government’s Medicare and Medicaid programs amounts to $75 billion to $250 billion every year. Each year, individual whistleblowers help the government recoup billions under the False Claims […]

ATTORNEY NEWSLETTER Minnesota Life Insurance Company, part of Securian Financial Group, issues indexed universal life insurance policies in California and throughout the United States under the trade name Balanced Growth Advantage© or Balanced Growth Accumulator©, and similar trade names. These contracts include complex rules regarding returns and investment strategies, fees […]

ATTORNEY NEWSLETTER New California Law Adds Remedy For Abandoned Older Persons Abandonments During 2017 Wildfires Behind New Measure Sadly, at least 20 frail elderly residents of care facilities were abandoned during the North Bay fires in the Fall of 2017. In response, a new California law adds “abandonment” to the […]

ATTORNEY NEWSLETTER Gold Scams Target Older Investors Financial Elder Abuse And Commodity Futures Trading Commission Whistleblower Cases Unscrupulous gold and rare coin dealers  target seniors in scams because seniors are likely to pick up a phone or respond to an email, and are eager to supplement retirement savings based on […]

ATTORNEY NEWSLETTER Single Trip Travelex Travel Insurance Plans Coverages, Cancellations, and Refunds Have you ever bought travel insurance before going on a big trip? Have you ever cancelled an insured trip before departure?  If so, please read on.  Travel insurance is intended to reimburse those who have unforeseen circumstances either […]