ATTORNEY NEWSLETTER Are there annual fees in indexed universal life insurance policies? Yes. Most insurance carriers charge certain fees and expenses in each year of an indexed universal life insurance policy. Sometimes...
Category: Elder Financial Abuse
PROTECTING SENIORS: FAQs On Financial Elder Abuse
August 26, 2026
ATTORNEY NEWSLETTER What is financial elder abuse in California? California broadly defines what constitutes financial elder or dependent adult abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a...
ATTORNEY NEWSLETTER What is a financial power of attorney? Financial powers of attorney (POAs) grant full authority over a person’s financial affairs. The form for financial POA is found in California statutes. See Cal....
ATTORNEY NEWSLETTER What is a deferred annuity? Deferred annuities are life insurance contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come. The concept sounds...
ATTORNEY NEWSLETTER Caregiver Entrusted To Pay Victim’s Bills Unpaid Rent Leads To Eviction Caregiver Allegedly Stole Thousands While most financial elder abuse starts out relatively small, the amounts stolen grow over time...