Monthly Archives: May 2026

ATTORNEY NEWSLETTER What are deferred annuities? Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred annuities, like fixed indexed annuities, are extremely complicated life insurance contracts sometimes […]

ATTORNEY NEWSLETTER What is caregiver fraud? Caregiver fraud is a recurring form of financial elder abuse perpetrated on seniors by dishonest in-home caregivers or caregivers working in assisted care and skilled nursing facilities.  The fraud tends to start out relatively small – theft of a small amount of cash or […]

ATTORNEY NEWSLETTER 21 Individuals Charged With Fraud And Other Crimes $267 Million Allegedly Received For Hospice Services Never Rendered Handguns and $750,000 In Cash Seized Private citizens and businesses help the government recover billions every year in cases of fraud against the government. The private citizens and businesses assisted the […]

ATTORNEY NEWSLETTER Broad Authority Under Powers Of Attorney Self-Dealing And Other Agent Fraud Remedies For Injured Seniors And Families Powers of attorney are extremely important estate planning tools for all of us as we age; it is helpful to have such arrangements in place before the need for them arises […]

ATTORNEY NEWSLETTER Case Example Of Caregiver Fraud Fraudulent Activity Detected By Family Protecting Older Loved Ones From Caregiver Theft Whatever the “form” or frequency or size of financial elder abuse, any taking of a senior’s property, or any assistance in that taking is a crime and grounds for civil liability […]

ATTORNEY NEWSLETTER Older Victim Suffers Various Forms Of Abuse Case Example Of Multiple Charges Pursuing Responsible Parties Incidents of caregiver abuse often involve both physical abuse or neglect and financial elder abuse.  In certain types of cases, physical abuse or neglect of a senior can be part of a financial […]

ATTORNEY NEWSLETTER Case Example Monitoring Senior’s Accounts Caught Theft Protecting Seniors From Financial Elder Abuse And Caregiver Fraud Fraud on seniors by their paid in-home caregivers (referred to as “caregiver fraud”) is a recurring form of financial elder abuse. Whenever a dishonest caregiver or other stranger enters a senior’s home […]

ATTORNEY NEWSLETTER Seniors Should Avoid The Sales Hype Long-Term Annuities Are Costly To Exit Sales Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in […]

ATTORNEY NEWSLETTER Falsified Timesheets And Excessive Payments Time Discrepancies Discovered By Family Protecting Seniors From Caregiver Fraud Seniors with in-home caregivers are at risk of fraud and theft if the individuals working in the home are dishonest.  Caregiver fraud/caregiver theft is sadly a recurring form on financial elder abuse throughout […]

ATTORNEY NEWSLETTER Broad Authority Over All Financial Matters Risk Of Theft Remedies For Injured Seniors Powers of Attorney (POAs) are important and powerful legal documents that grant the agent appointed under the POA full legal authority to act for the principal who executes the POA.  There are powers of attorney […]