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Category: Elder Financial Abuse

Oct 11, 2023 - Annuities by |

Sonoma Financial Elder Abuse And Annuity Attorney: Concerns For Seniors Considering Deferred Annuities

ATTORNEY NEWSLETTER Complicated Policies Are Difficult To Exit Investment Strategies May Underperform Market Returns Eroded By Commissions, Contract Fees And Caps Deferred annuities are not similar to mutual fund investments or electronically traded funds.  Instead, deferred annuities are long-term insurance contracts which require you to lose control over your investment, […]

Sonoma Financial Elder Abuse Attorney: Caregiver Arrested For Fraud

ATTORNEY NEWSLETTER Unlicensed Caregiver Was “Friend” Of Senior Ran Errands With Senior’s Credit Card $15,000 In Unauthorized Charges Alleged Isolated seniors are the most vulnerable to financial abuse because they have no one to watch over their accounts and help them keep track of their money.  Sometimes olde “friend” or […]

San Francisco Financial Elder Abuse Attorney: Caregiver Arrested After Allegedly Stealing From 90-Year-Old Patient

ATTORNEY NEWSLETTER Victim’s Son Contacted Police With Suspicions Suspect Charged With 299 Felonies Purchased Items Shipped To Caregiver’s Address Any wrongful taking of a senior’s property, or any assistance in that taking, constitutes financial elder abuse.  “Takings” range from outright theft of cash, theft by check forgery or altered checks, […]

Oct 7, 2023 - Elder Abuse by |

Los Angeles And Orange County Elder Abuse And Financial Elder Abuse Attorneys: Spotting Neglect And Abuse Of Older Loved Ones And Friends

ATTORNEY NEWSLETTER Elder Abuse Takes Many Forms What To Look For Keeping Older Loved Ones Safe The National Council on Aging says up to five million older Americans are abused yearly, and the annual loss by victims of financial elder abuse is estimated to be at least $36.5 billion. Elder abuse can […]

Marin Financial Elder Abuse Attorney: Alleged Caregiver Fraud On Elderly Woman

ATTORNEY NEWSLETTER 88-Year-Old Victim Of Alleged Fraud Accusations of Forged Checks And Unauthorized Card Use Witnesses Believe There May Be Additional Victims We cannot emphasize strongly enough how important it is to keep checks, ATM/Debit cards, and cash away from caregivers or other strangers who enter a senior’s home.  Nor […]

San Francisco Bay Area Financial Elder Abuse Attorney: Theft From Seniors By Caregivers

ATTORNEY NEWSLETTER Unauthorized Use Of Senior’s Bank Card Accused Of 130 Fraudulent Purchases $25,000 In Charges In Four Months Unauthorized card purchases and ATM withdrawals are prevalent forms of such abuse. Dishonest caregivers and others who access a senior’s cards and PIN (or create a PIN through phone or online […]

Santa Clara County Financial Elder Abuse Attorney: Theft From Seniors By Caregivers

ATTORNEY NEWSLETTER How Dishonest Caregivers Steal From Seniors Unauthorized Purchases, Forged Checks, And More Case Example Forged checks, stolen cash and valuables, unauthorized use of credit and debit cards, and fraudulently obtained Powers of Attorney or other estate planning instruments are all forms of financial elder abuse of the elderly.  […]

San Mateo County Financial Elder Abuse Attorney: Caregiver Charged With Financial Elder Abuse

ATTORNEY NEWSLETTER In-Home Caregiver Arrested Accused Of Falsifying Checks Police Say $35,000 Missing From Victim’s Accounts The consequences of financial elder abuse on senior victims can be devastating.  While financial elder abuse by a dishonest caregiver or other person with access to a senior’s finances may start out relatively small, […]

Sep 30, 2023 - Annuities by |

San Francisco Bay Area Financial Elder Abuse And Annuity Attorney: Downsides Of Deferred Annuities For Seniors

ATTORNEY NEWSLETTER Deferred Annuities Are Not Good Choices For Seniors Exiting Deferred Annuities Is Costly Fees, Participation Rates And Caps Diminish Returns Whenever a life insurance agent or financial advisor of any kind suggests an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Indexed […]

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