Category: Financial Powers of Attorney

ATTORNEY NEWSLETTER Financial Elder Abuse Is A Crime Seniors At Risk Of Financial Elder Abuse From Caregivers And Others Five Ways To Spot And Stop Caregiver Fraud Whenever a caregiver or other stranger is in a senior’s home there is a very real danger of theft, whether the caregiver comes […]

ATTORNEY NEWSLETTER Family Discovers Large, Unusual Transactions Caregiver Had Senior’s Credit Card And Checks Caregivers Alleges That Senior Made Gifts To Her There is a very real danger of theft and financial elder abuse whenever a caregiver has access to a senior’s credit cards, cash, checks, or bank account information.  […]

ATTORNEY NEWSLETTER Using A Power Of Attorney To Steal Abusers Revoke Prior Powers Recourse For Victims And Their Families Powers of Attorney (POAs) can cover financial matters and also health and personal care matters and medical needs.  The California Probate Code provides standard forms for both types of POAs.  See […]

ATTORNEY NEWSLETTER Advisors Accused Of Stealing From Older Clients Forgeries And Using Revoked Power Of Attorney  Accessing Client’s Accounts After Being Fired Taking a senior’s property and money is a crime and grounds for civil suit.  See Cal. Penal Code § 368 (crime of elder abuse) and Cal. Welf. & […]

ATTORNEY NEWSLETTER Estate Plans Are All About Protecting Loved Ones Keep Your Plan Current The Importance of Powers of Attorney Estate planning is all about protecting you, your spouse, and your children and grandchildren as you age. Revocable Living Trust arrangements and Powers of Attorney can protect you while you’re […]

ATTORNEY NEWSLETTER Navigating The Financial Aspects of Cognitive Decline Make An Inventory of Assets And Seek Professional Help Consider Powers of Attorney and Revocable Trust Agreements When a loved one is beginning to manifest signs cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to occur. […]

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly Legal Requirements for powers of Attorney in California A financial Power of Attorney (“POA”) is an important legal document where a principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power […]

ATTORNEY NEWSLETTER Estate Plans Are All About Protecting Loved Ones Keep Your Plan Current The Importance of Powers of Attorney Estate planning is all about protecting your and your loved ones as you age. Revocable Living Trust arrangements and Powers of Attorney can protect you while you’re alive but no […]

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 […]