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Yearly Archives: 2023

Santa Clara County Financial Elder Abuse Attorney: Theft From Seniors By Caregivers

ATTORNEY NEWSLETTER How Dishonest Caregivers Steal From Seniors Unauthorized Purchases, Forged Checks, And More Case Example Forged checks, stolen cash and valuables, unauthorized use of credit and debit cards, and fraudulently obtained Powers of Attorney or other estate planning instruments are all forms of financial elder abuse of the elderly.  […]

San Mateo County Financial Elder Abuse Attorney: Caregiver Charged With Financial Elder Abuse

ATTORNEY NEWSLETTER In-Home Caregiver Arrested Accused Of Falsifying Checks Police Say $35,000 Missing From Victim’s Accounts The consequences of financial elder abuse on senior victims can be devastating.  While financial elder abuse by a dishonest caregiver or other person with access to a senior’s finances may start out relatively small, […]

Sep 30, 2023 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Downsides Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Are Not Good Choices For Seniors Exiting Deferred Annuities Is Costly Fees, Participation Rates And Caps Diminish Returns Whenever a life insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed […]

Marin Financial Elder Abuse Attorney: Caregiver Arrested For Stealing From Elderly Man

ATTORNEY NEWSLETTER Saw Elderly Man’s PIN at Grocery Store Victim Reported Large Sum Missing From Bank Account ATM and CashApp Transactions And Amazon Purchases A recently reported case, discussed below, illustrates what can happen when a dishonest caregiver discovers an older person’s debit/ATM card PIN.  We often write about unauthorized […]

San Francisco Financial Elder Abuse Attorney: Caregiver Arrested For Stealing From Disabled Patient

ATTORNEY NEWSLETTER Six Felony Counts Brought Against Former Caregiver 77-Year-Old Disabled Victim Credit Cards Allegedly Used For Rent, Jewelry And Car Downpayment Unauthorized use of credit cards is a common type of fraud perpetrated on seniors by dishonest caregivers or other strangers with access to a senior’s cards.  Dishonest caregivers […]

Los Angeles Elder Law Attorneys: Preparing For Older Loved Ones’ Cognitive Decline

ATTORNEY NEWSLETTER Financial Advisors And Customer Cognitive Decline On The Front Lines Of Protecting Older Customers From Financial Abuse Consequences Of Impaired Mental Capacity Cognitive decline is a fact of life among America’s aging population and financial advisors often find themselves on the front lines of an effort to protect […]

Los Angeles Financial Elder Abuse Attorney: Insurance Agent Fraud And Financial Elder Abuse

ATTORNEY NEWSLETTER How Life Insurance Agents Can Defraud Seniors Case Examples Of Financial Elder Abuse And Fraud Protecting Older Loved Ones We have written often about how seniors may be victims of financial elder abuse from different directions – by caregivers, trustees, financial advisers, and life insurance agents, among others.  […]

Sonoma County Elder Abuse Attorney: Physical And Financial Elder Abuse Of Seniors By Caregivers

ATTORNEY NEWSLETTER When Seniors Victimized By Physical And Financial Abuse Case Example Of Multiple Charges Against Caregiver Pursuing Parties Responsible For Abuse Incidents of caregiver abuse of their elderly patients often involve both physical abuse or neglect and financial elder abuse.  A dishonest caregiver’s physical abuse or neglect of an […]

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