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Category: California Financial Elder Abuse Attorney

San Francisco and California Financial Elder Abuse Attorney: The Scourge of Elder Abuse

ATTORNEY NEWSLETTER When You Spot Elder Abuse, Do Something About It Financial Elder Abuse Can Strike Any Senior Conservators Can Commit Financial Elder Abuse Seniors in San Francisco and throughout California are vulnerable to financial elder abuse, even at the hands of conservators appointed to manage their finances. Court-appointed conservators […]

San Francisco and California Financial Elder Abuse Attorney: Dangers For Isolated Seniors

ATTORNEY NEWSLETTER When Financial Predators Strike Taking Advantage Of Isolation And Cognitive Impairment Our litigators see a sadly familiar pattern in financial elder abuse cases: an elderly person’s spouse of many years dies and the survivor is left alone. Enter a stranger or caregiver to “help” the survivor. Cash begins […]

Marin and California Elder Abuse Attorneys: Financial Powers of Attorney And Elder Abuse

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly Potential for Misuse Financial elder abuse can strike seniors from various directions including from those whom the senior has trusted with a Power of Attorney (POA) over financial matters. A financial POA is an important legal document where a principal authorizes […]

San Francisco and California Life Insurance and Annuities Attorney: Pacific Life Insurance Company: Indexed Universal Life Insurance Policies

ATTORNEY NEWSLETTER Indexed Universal Life Insurance Pacific Life IULs Insurance agents and financial advisors sell indexed universal life insurance (IULs) primarily as savings vehicles for the future. Our lawyers recommend against these costly, complicated policies, and advise you to be prepared when an agent recommends one. Pacific Life Insurance Company […]

Oct 31, 2019 - Annuities by |

California and Marin Annuity and Financial Elder Abuse Attorney: Avoid The Annuity Pitch

ATTORNEY NEWSLETTER Understand What An Agent Is Trying To Sell You Resist High-Pressure Sales Annuities Are Expensive, Complicated Insurance Products A recent study shows only 27% of Americans believe they will be financially secure in retirement. Insurance agents dwell on statistics like that, especially when luring older consumers into annuities. […]

Oct 16, 2019 - Annuities by |

California and San Francisco Annuity and Financial Elder Abuse Attorney: Seeing The Truth About Annuities

ATTORNEY NEWSLETTER Beware the Hype Consumer Risks, Especially For Seniors Annuities Are Expensive, Complicated Insurance Products Based on years of litigation experience, our lawyers recommend consumers, especially senior consumers, avoid annuities or life insurance.  Insurance carriers, marketing groups and agents tend to reinvent the ways they sell these products over […]

Oct 3, 2019 - Annuities by |

California and San Francisco Annuity and Financial Elder Abuse Attorney: Understanding Indexed and Fixed Indexed Annuities

ATTORNEY NEWSLETTER Indexed And Fixed Indexed Annuities Are Complex And Expensive Consumer Risks, Especially For Seniors Beware Complicated New Products Our lawyers recommend consumers, especially senior consumers, avoid annuities or life insurance. The insurance industry targets older investors with high-commission products like indexed and fixed indexed annuities. Indexed and fixed […]

Marin County and California Financial Elder Abuse Attorney: Dangers When Caregivers Marry Their Patients

ATTORNEY NEWSLETTER California Law on Gifts to Care Custodians Tightening the Marriage Loophole for Gifts to Care Custodians California law presumes that gifts – made either during life or at death – by an elder or dependent adult to their care custodian[1] are the product of undue influence (a defined […]

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"Contacted Ingrid on an elder financial abuse case - she was responsive, knowledgeable, and easy to work with. You can tell she is passionate about this area of law and has the experience to back it up. She is an excellent choice if you are looking for a results driven attorney and highly effective advocate."
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