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Category: California Financial Elder Abuse Attorney

Apr 8, 2020 - Annuities by |

San Francisco Annuity and Financial Elder Abuse Attorneys: Annuities Can Cause Estate Planning Problems

ATTORNEY NEWSLETTER Dangers of Annuities in Trusts Avoiding Taxable Events Our annuity and financial elder abuse attorneys recommend against annuities for seniors in particular, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it.  Our litigators also understand the […]

California and Alameda County Financial Elder Abuse Attorney: Caregivers and Checks

ATTORNEY NEWSLETTER Checks, Cash, Credit Cards, and Caregivers The Danger of Checks and Important Papers in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s checks, cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. In one […]

Apr 4, 2020 - Annuities by |

Marin County and California Financial Elder Abuse Attorney: Updating Beneficiaries on Life Insurance, Annuities, and Bank Accounts

ATTORNEY NEWSLETTER Verify You’ve Named The Beneficiaries You Want Outdated Beneficiary Designations Can Cause Problems Keeping beneficiary designations current on life insurance policies, annuities, bank accounts, CDs and IRAs might be one of the most important things you can do to see that your assets pass to the right persons […]

Alameda County and California Life Insurance and Consumer Attorney: Lost Life Insurance Policies

ATTORNEY NEWSLETTER Lost Life Insurance Policies There are millions and millions of dollars in life insurance benefits that go begging every year. A series of investigations and audits by a multistate task force recently tallied $7.5 billion in unclaimed benefits at the country’s 25 largest life insurers. The task force […]

Alameda County and San Francisco Trusts and Financial Elder Abuse Attorneys: Trust Contests

ATTORNEY NEWSLETTER Trust Contests: Challenging Invalid Trusts and Trust Amendments Trusts and Trust Amendments Can Be Part of a Financial Elder Abuse Scheme Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. In most cases, the settlor (creator of […]

California and Marin Financial Elder Abuse Attorneys: Isolated Seniors And The Risk Of Financial Exploitation

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk Everyone of us is potentially a victim of financial fraud. A higher percentage of seniors suffer more incidents of financial abuse or fraud and the highest percentage of victims of financial exploitation is isolated seniors.  […]

California and San Francisco Financial Elder Abuse Attorney: Caregivers and Credit Cards

ATTORNEY NEWSLETTER Cash, Credit Cards, and Caregivers The Danger of Cash and Credit Cards in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly […]

Marin County and California Elder Abuse Attorneys: Elder Abuse May Be Nation’s Fastest Growing Crime

ATTORNEY NEWSLETTER Seniors at Risk of Financial and Physical Elder Abuse Over 5 Million Reported Cases Every Year Looking for Signs of Abuse Authorities estimate that elder abuse crimes against 5 million senior citizens are reported each year in the United States, a number equal to the combined total of […]

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