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Category: Contra Costa County Elder Abuse Lawyers

Alameda County Financial Elder Abuse Attorney: Raising Financial Elder Abuse Awareness – “See Something, Say Something”

ATTORNEY NEWSLETTER Influencers, “New Friends” And Caregivers Watch For Changes In An Isolated Senior’s Life ”See Something, Say Something” Seniors have suffered the most during the pandemic, both as a percentage of COVID victims and as a result of the harms associated with social isolation.  Social isolations inflicts emotional and […]

California and Marin County Financial Elder Abuse Attorneys: How Financial and Medical Powers of Attorney Can Be Misused

ATTORNEY NEWSLETTER When Agents Betray Principal’s Trust Powers Of Attorney Impact Financial And Personal Matters  What To Do When Agent Abuses Power Of Attorney In California and elsewhere, Powers of Attorney (POAs) can cover financial matters and also health and personal care matters and medical needs.  The California Probate Code […]

California and Alameda County Financial Elder Abuse Attorneys: Some Signs Of Financial Elder Abuse

ATTORNEY NEWSLETTER  Any Senior Can Be A Victim Isolated Seniors Are Most At Risk What To Watch Out For Statistics show that seniors are vulnerable to financial fraud and isolated seniors are at particular risk. These risks are intensified as we shelter in place during the COVID-19 pandemic. Caregivers, spouses, […]

Contra Costa County and California Financial Elder Abuse and Securities Attorney: Broker Background Checks

ATTORNEY NEWSLETTER Preventing Fraud and Abusive Practices Always Check Backgrounds Before You Buy Hopefully, you already check the backgrounds of any contractors or caregivers or others you let in your home to do work. Checking the background of anyone trying to sell you an investment is equally important!  The Securities […]

Nov 13, 2018 - Annuities by |

Contra Costa County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses With over $200 billion in annual sales the annuity industry is big business. Annuities come in a variety of forms, all of which are complex.  Indexed annuities (sometimes branded “fixed indexed annuities”) are particularly complex.  Agents push them in volatile markets, claiming […]

Contra Costa County and California Financial Elder Abuse Attorney: Financial Elder Abuse

ATTORNEY NEWSLETTER Financial Elder Abuse Elder abuse is a real problem in Contra Costa County. Case workers at Adult Protective Services for the county report handling more than twice the national average of elder abuse cases. Elder abuse includes both physical harm and neglect and financial exploitation ranging from forged […]

Oct 4, 2017 - Annuities Fraud by |

Contra Costa County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule And Annuities

ATTORNEY NEWSLETTER  Fiduciary Rule Impacts Annuity Sales Putting You First Makes A Difference   The Department of Labor’s (DOL) long-awaited “fiduciary rule” took effect earlier this year and is sending annuity sales way down.  Simply put, the rule requires financial advisors to put your interests first and industry authorities agree […]

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