ATTORNEY NEWSLETTER Dangers of Premium Payment Loans Tax Consequences Borrowing against a whole life insurance policy can have serious economic and tax consequences down the road if policyholders are not careful. Insurance...
Author: Ingrid Evans
Marin County and California Financial Elder Abuse Attorneys: High Achievers and Financial Elder Abuse
June 8, 2020
ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior High Achievers Vulnerable Too Dangers In Covering Up Cognitive Impairment Financial elder abuse can strike any senior, rich or poor, man or woman, living at home...
ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you...
San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse Protection Checklist
June 4, 2020
ATTORNEY NEWSLETTER Protect Yourself And Loved Ones From Financial Elder Abuse A Few Important Steps Financial elder abuse strikes seniors of all income levels, rich and poor. Financial predators target isolated seniors...
Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors
June 3, 2020
ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United...