ATTORNEY NEWSLETTER The Pitfalls of Reverse Mortgages Problems for Surviving Spouses “Reverse mortgages are just a terrible idea for seniors, unless they have no other options.” That’s what our own Ingrid M. Evans recently told a reporter for realtor.com covering a story of a 79-year-old widow who may lose her […]

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Stay Alert and Look for Warning Signs of Financial Abuse The best protection against financial elder abuse of your senior loved one is an active, strong support system protecting them from exploitation. Stay involved and maintain an ongoing conversation about the elder’s financial and […]

ATTORNEY NEWSLETTER Watch for Signs of Financial Elder Abuse Do you have an elderly loved one living alone? Sadly, he or she may be a prime candidate for financial elder abuse by acquaintances or even strangers.  One in five seniors will experience some form of financial elder abuse in their […]

Friends Or Foes: Studies In Financial Elder Abuse May Show Fluidity Financial Elder Abuse Studies are showing that just around 1 in 5 elders from San Francisco County and beyond are losing funds due to financial elder abuse, a crime that is seemingly running rampant across the country. One recent […]

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.

ATTORNEY NEWSLETTER How to Protect Yourself and Your Loved Ones Against Financial Elder Abuse Financial Elder Abuse Financial elder abuse comes in many forms, whether the abuser is a financial adviser or insurance agent, caregiver, or even a neighbor, friend or family member. Sadly, the family member category has become […]

ATTORNEY NEWSLETTER In the wake of Governor Jerry Brown’s signing of the End of Life Option Act, California has become the sixth state in the US to allow physician assisted suicide. While the bill offers those in excruciating pain or discomfort the agency to end their own lives, some disability […]

ATTORNEY NEWSLETTER If you’ve ever seen an advertisement for free lunch seminars on living trusts, or for the astoundingly low cost to set one up, you may be thinking it’s too good to be true. Well, you’re right. It’s probably a lure for a living trust mill. It has long […]

ATTORNEY NEWSLETTER Unbeknownst to many, September is Life Insurance Awareness month, as well as National Yoga Month, National Bourbon Heritage Month, National Papaya Month, and National Prostate Health Month. While the last four are all nationally recognized, the first is a marketing event put on by Life Happens, a non-profit […]

ATTORNEY NEWSLETTER At first glance, Indexed Universal Life Insurance sounds like a dream come true: guaranteed market returns on your life insurance and a solid floor to prevent you from losing your primary. But there’s a reason some Insurers are pushing Indexed Universal Life policies: they don’t perform the way […]