ATTORNEY NEWSLETTER Investing Is Good. Investing Well Is Better The Securities Exchange Commission Tips for Investing Recently, the Securities and Exchange Commission (SEC) released a few tips to help investors make safer, more informed investments. We thought we should share those with you. 1. Never be afraid of doing a […]

ATTORNEY NEWSLETTER Are We Even Getting To Use Our Long Term Care Insurance? Long Term Care Insurance Long term care (“LTC”) insurance is a heavily debated topic. Some people believe it’s a must, others don’t, and many who think they may need it, find the insurance way too expensive to […]

ATTORNEY NEWSLETTER The Complexities of Probate Code 21350 And Why It Is Now 21380 What is Probate Code 21350? California Probate Code 21350, introduced in 2010, prohibited caretakers of the elderly from receiving any gifts under their elderly patient’s will once the patient died. While the intent of the statute […]

ATTORNEY NEWSLETTER Are Indexed Annuities Just Over-Our-Heads Difficult? Indexed Annuities Annuities are complex financial instruments. So-called indexed annuities are even more complicated. Yet, these investments are made quite often, which means people could be investing in a product they simply do not understand. And the stakes are incredibly high; often […]

ATTORNEY NEWSLETTER Caregiver Fraud In Contra Costa and Beyond Caregiver Fraud Sadly, cases of caregiver fraud are all too frequent these days. On many occasions, the victims and loved ones are not remotely aware of the fraud until the financial injury is so great that it can no longer be […]

ATTORNEY NEWSLETTER Annuities Gone Wrong Annuities Are A Problem Are you someone who has bought an annuity? Have you tried to take out your money and been charged a steep surrender penalty fee? Has your annuity investment lost you money? Sadly, you are not alone; annuity companies and their agents […]

ATTORNEY NEWSLETTER Responsibility Matters: What to Know and How to Do It Whistleblowing Whistleblowing is a difficult topic, often because people are reluctant to do it out of uncertainty or unease or, worse, fear of retaliation. But in many cases it is the responsible course of action when one is […]

ATTORNEY NEWSLETTER If You See Something… Blow the Whistle?   Whistleblowing Whistleblowing in the workplace may not be something you hear about often. For anyone who may not know exactly what this entails, whistleblowing is an employee informing someone else about illegal or unethical acts being done by their employer […]

ATTORNEY NEWSLETTER Long Term Care Insurance Benefits Denied: What, Why, and How to Fix It Background Knowledge of Long Term Care Insurance Long term care insurance, in essence, is there to, unsurprisingly: take care of you long term. The basis behind the insurance is you purchase it, pay your premiums, […]

ATTORNEY NEWSLETTER An Overview of Continuing Care Retirement Communities What are Continuing Care Retirements Communities? As we age, it is important to have a plan. Looking to continuing care retirement communities (CCRCs) is certainly not a bad place to start, but it is important to understand what exactly these types […]