Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Can Be Devastating Isolation Is The Biggest Danger Keep Senior Loved Ones Connected Seniors here in Marin County and throughout California are vulnerable to financial elder abuse. Financial elder abuse is a real danger for seniors across the board but most especially for isolated […]

ATTORNEY NEWSLETTER What are Income Riders? Income riders are attachments to deferred annuities sold by agents as an income payout contractually guaranteed for the rest of your life and possibly your spouse’s life as well. The two most common types of income riders are known as “Guaranteed Lifetime Withdrawal Benefit” […]

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Can Be Devastating What to Look For Where to Find Help Seniors here in Marin County and throughout California are vulnerable to financial elder abuse, a real danger for seniors across the board. The effects of financial elder abuse can be devastating, particularly for […]

ATTORNEY NEWSLETTER Increasing Reports Of Financial Elder Abuse What You Should Do If You Suspect Elder Abuse Throughout the United States and right here in the Bay Area, elder abuse in every form, and most especially financial elder abuse, is on the rise. As the older population here in the […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly A financial Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power of Attorney has legal authority to transfer […]

ATTORNEY NEWSLETTER Cheating Elderly Investors A Rash of Ponzi Schemes Targeting Seniors While the Securities and Exchange Commission (SEC) continues to make protecting seniors a priority, many still fall victim to Ponzi schemes and other financial fraud. Crooked insurance agents, retirement planners, and financial advisors cheat the elderly out of […]

ATTORNEY NEWSLETTER What Does the Law Mean by “Undue Influence”? Undue Influence Over Seniors Undue influence is often a key element in financial elder abuse cases. Caregivers may exert undue influence over vulnerable seniors to get the senior to add them to a Will, grant them a Power of Attorney, […]

ATTORNEY NEWSLETTER The Risks of Abuse and Neglect Watch for Signs of Elder Abuse As many as 1 in 10 older adults is abused or neglected each year in the United States, and only 1 in 14 cases of elder abuse ever comes to the attention of authorities. Statistics show […]

ATTORNEY NEWSLETTER Complications on Death of Annuitant Tax Consequences for Heirs Our annuity and financial elder abuse lawyers advise avoiding deferred annuities because they are complicated, expensive, tie up your money for years, and often do not produce the advertised returns. The complications and adverse tax consequences may not fully […]

ATTORNEY NEWSLETTER The Risks of Elder Abuse and Neglect Approximately one in 10 Americans 60 and older have experienced some form of elder abuse, which includes physical, sexual, mental, emotional, or financial abuse and/or neglect, according to the National Council on Aging (NCOA). The consequences of physical abuse or neglect […]