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Category: California Financial Elder Abuse Attorney

Jun 3, 2020 - Annuities by |

Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors

ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United States. Insurance agents pursue senior consumers especially with insurance products like long-term deferred annuities. Every time an agent sells […]

San Francisco and California Life Insurance and Financial Elder Abuse Attorney: Understanding Universal Life Insurance

ATTORNEY NEWSLETTER How Indexed Universal Life Insurance Works Don’t Be Pushed Into A Purchase Indexed Universal Life Insurance is a complicated life insurance product often sold by insurance agents as a retirement savings or estate planning investment, Do not allow an agent to force-feed you an insurance product which you […]

Marin County and California Financial Elder Abuse Attorneys: Early Detection of Financial Elder Abuse

ATTORNEY NEWSLETTER Common Signs of Financial Elder Abuse What You Can Do About It Elder abuse is currently on the rise, and elders are more vulnerable than ever to financial abuse wrought by caretakers, insurance agents, financial advisors, girlfriends or boyfriends of the senior, persons acting under a Power of […]

San Francisco and California Financial Elder Abuse Attorney: Transfers By And Between Spouses

ATTORNEY NEWSLETTER California Law On Duty Of “Highest Good Faith” For Spouses Prohibition of Taking Unfair Advantage In any transaction between married persons in California each spouse is subject to “a duty of the highest good faith and fair dealing” and prohibited from taking “any unfair advantage of the other.” […]

Alameda County and California Financial Elder Abuse Attorney: Preying On The Elderly Through Marriage

ATTORNEY NEWSLETTER California Law On Gifts to Care Custodians Tightening the Marriage Exemption California law presumes that gifts by an elder or dependent adult to their care custodian are the product of undue influence and void, unless the undue influence presumption is overcome by clear and convincing evidence to the […]

California and Marin Financial Elder Abuse Attorneys: Signs of Financial Exploitation

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk What To Watch Out For Statistics show that all seniors are vulnerable to financial exploitation but isolated seniors are at particular risk of. These risks are  intensified as we shelter in place. Caregivers, spouses, boyfriends […]

Apr 30, 2020 - Annuities by |

San Francisco and California Annuity and Financial Elder Abuse Attorneys: Interest Rates And Annuity Pricing

ATTORNEY NEWSLETTER Interest Rates On Fixed Annuities Plummeting  Do Not Be Rushed Into A Fixed Annuity Understanding Rates Of Return On Annuities Whenever the Dow drops, insurance agents push annuities as “safe” retirement investments. But right now interesting rates are dropping too which means annuity carriers will pay a lower […]

California and Alameda County Financial Elder Abuse Attorney: Caregivers and Seniors’ Bank Accounts

ATTORNEY NEWSLETTER Cash, Checks, and Caregivers The Danger of Checking Accounts in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, important papers and other valuables if you don’t take precautions to prevent such access. Greedy caregivers strike quickly and one of their schemes […]

Apr 13, 2020 - Annuities by |

California and Marin County Annuity and Financial Elder Abuse Attorney: Understanding Income Riders

ATTORNEY NEWSLETTER How Do Income Riders Work? Are They Worth It? Our lawyers recommend you avoid annuities, especially if you’re a senior. Be particularly wary when an agent tries to sell you annuities with “enhanced” features like income riders. Income riders, often sold as “Guaranteed Lifetime Withdrawal Benefits” or “Guaranteed […]

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