Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER Fatal Caregiver Abuse Kidnapping and Neglect of Seniors for Financial Gain Caregiver abuse of the elderly and other dependent adults can be gruesome and deadly. In one horrific case, caregiver was sentenced recently to 13 years in state prison after pleading guilty to voluntary manslaughter and false imprisonment […]

ATTORNEY NEWSLETTER Dangers of Annuities in Trusts Avoiding Taxable Events Our annuity and financial elder abuse attorneys recommend against annuities for seniors in particular, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it.  Our litigators also understand the […]

ATTORNEY NEWSLETTER Checks, Cash, Credit Cards, and Caregivers The Danger of Checks and Important Papers in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s checks, cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. In one […]

ATTORNEY NEWSLETTER Verify You’ve Named The Beneficiaries You Want Outdated Beneficiary Designations Can Cause Problems Keeping beneficiary designations current on life insurance policies, annuities, bank accounts, CDs and IRAs might be one of the most important things you can do to see that your assets pass to the right persons […]

ATTORNEY NEWSLETTER Lost Life Insurance Policies There are millions and millions of dollars in life insurance benefits that go begging every year. A series of investigations and audits by a multistate task force recently tallied $7.5 billion in unclaimed benefits at the country’s 25 largest life insurers. The task force […]

ATTORNEY NEWSLETTER Trust Contests: Challenging Invalid Trusts and Trust Amendments Trusts and Trust Amendments Can Be Part of a Financial Elder Abuse Scheme Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. In most cases, the settlor (creator of […]

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk Everyone of us is potentially a victim of financial fraud. A higher percentage of seniors suffer more incidents of financial abuse or fraud and the highest percentage of victims of financial exploitation is isolated seniors.  […]

ATTORNEY NEWSLETTER Cash, Credit Cards, and Caregivers The Danger of Cash and Credit Cards in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly […]

ATTORNEY NEWSLETTER Understanding The Details Costs, Complexities, and Withdrawal Penalties Our annuity and financial elder abuse attorneys recommend against annuities for seniors in particular, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it.  Salespeople push annuities for the […]

ATTORNEY NEWSLETTER What are Income Riders? Are They Worth The Annual Fee? Understanding the “Phantom Account” of an Income Rider Our lawyers recommend you avoid annuities and life insurance, especially if you are a senior. Also, be particularly wary when an agent tries to sell you policies with “enhanced” features […]