Category: Financial Exploitation

The Financial Elder Abuse Epidemic Financial Elder Abuse Sadly, financial elder abuse is only spreading and infecting individuals at terrifying rates, throughout San Francisco County and beyond. A recent study shows that somewhere around 3.2 million Americans were victims of financial elder abuse last year alone, with the average victim […]

The Problems Associated With Indexed Universal Life Insurance (IUL) Indexed Universal Life Insurance (IUL) As individuals age, their mind often wanders to how they will pay the bills after they retire. An option often presented to them by or insurance agents or companies is an indexed universal life insurance policy, […]

Financial Elder Abuse: Protection and Prevention Financial Elder Abuse Financial elder abuse happens in mass numbers and the consequences are increasingly more and more severe. Recent studies show that 1 in 10 elders is abused, and that figure climbs to 1 in 2 elders when the senior suffers from dementia. […]

Senior Savings Scams Recently, the Los Angeles County District Attorney issued a statement regarding senior financial elder abuse scams. Specifically, the District Attorney reported that nearly 1 in 5 elders in Los Angeles County will be at the wrong end of financial fraud.

Trustee’s Assistant Steals $500K From Senior Financial Elder Abuse When news articles highlight financial elder abuse at the hands of those who should be the most trusted—such as trustees and their staffs—it becomes difficult to put your faith in anyone.

Elder Abuse by Caregivers There comes a time in most seniors’ lives when a caregiver is indispensable. Often aging individuals need round-the-clock help, and neither family members nor close friends are in a position to donate that time. And often too the skills of a professional caregiver are required.. Unfortunately, […]

Risk Factors for Financial Elder Abuse According to a recent study reviewed in Forbes, over 5% of senior Americans are financially exploited by family members each year and an even greater percentage are defrauded by strangers. Spotting financial elder abuse is not always easy, and sadly the harm may be […]

Securities and Exchange Commission (SEC) Investor Bulletin Recently, the Securities and Exchange Commission (SEC) released an investor bulletin to help individuals in the military make educated decisions when it comes to saving and investing their money. We believe that these tips can help everyone, whether in the military or not.

ATTORNEY NEWSLETTER Financial Institutions Now Have An Obligation To Stop Elder Abuse The Facts Every year on average a staggering $2.9 billion is taken from elders in financial abuse scams! In fact, many believe the economic toll may be much higher as cases are often never reported or perhaps never […]

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 […]