Category: Elder Financial Abuse

Marin County and California Financial Elder Abuse Attorney: Financial Elder Abusers May Strike as a Team

ATTORNEY NEWSLETTER Abusers May Work Together to Abuse Elderly Seniors here in Marin County and throughout California are vulnerable to financial elder abuse. Sometimes the abusers strike in crews.  Just last week, a local California police department arrested five individuals accused of stealing over $24,000 from a 73-year-old victim over […]

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Aug 13, 2019 - Annuities by |

California and San Francisco Annuity and Financial Elder Abuse Attorneys: Problems With Advisor Compensation on Fee-Based Annuities

ATTORNEY NEWSLETTER Fee-Based Annuities Present Tax Issues Taking Out Advisors’ Fees May Result In Tax To Policy Owner Our lawyers recommend you always beware when an insurance agent tries to sell you commission-based annuities or life insurance, particularly if you’re a senior. But fee-based annuities present disadvantages as well.  Advisors […]

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Marin County and California Financial Elder Abuse Attorney: Keeping Seniors Active

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Can Be Devastating Isolation Is The Biggest Danger Keep Senior Loved Ones Connected Seniors here in Marin County and throughout California are vulnerable to financial elder abuse. Financial elder abuse is a real danger for seniors across the board but most especially for isolated […]

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Marin County and California Financial Elder Abuse Attorney: Watch for Signs of Financial Elder Abuse

ATTORNEY NEWSLETTER Financial Exploitation of Seniors Can Be Devastating What to Look For Where to Find Help Seniors here in Marin County and throughout California are vulnerable to financial elder abuse, a real danger for seniors across the board. The effects of financial elder abuse can be devastating, particularly for […]

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Marin County and California Elder Abuse Attorneys: Misuse of Financial Powers of Attorney And Elder Abuse

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly A financial Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power of Attorney has legal authority to transfer […]

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Jul 23, 2019 - Annuities by |

California and Marin Annuity and Financial Elder Abuse Attorneys: Misleading Data on Annuity Applications

ATTORNEY NEWSLETTER The Importance of Accurate Age and Income Information How Insurance Agents and Advisors May Mislead You and Carriers Making You “Eligible” for Ineligible Contracts Our litigators think annuities are not a good investment for seniors, particularly when the application process can be rigged by an unscrupulous agent to […]

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