ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Some $2.9 billion is taken from older Americans every year, with victims numbering in the millions. Older persons with...
Category: Elder Financial Abuse
California and San Francisco Annuity and Financial Elder Abuse Attorneys: Riders in Annuities
February 27, 2019
ATTORNEY NEWSLETTER What are Riders? Riders are attachments to deferred annuities sold by agents as enhanced benefits. They come with an additional fee added to your base premium. Available riders include income riders,...
California and Marin County Trusts and Financial Elder Abuse Attorneys: Mental Capacity and Trust Creation and/or Amendment
February 26, 2019
ATTORNEY NEWSLETTER Creating and Amending Trusts Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. The trusts may be fully revocable by the...
Marin County and California Life Insurance Attorney: Universal Life Insurance Risks
February 15, 2019
ATTORNEY NEWSLETTER Policyholder Risks on Universal Life Insurance Hitting Seniors Hardest A hidden risk that premiums can skyrocket lies in universal life insurance. Unlike term and whole life insurance, universal life...
Alameda County and California Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Fixed Indexed Annuities
February 14, 2019
ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses and Other Downsides Insurance agents and financial advisors use this low interest rate/volatile stock market environment to push fixed indexed annuities,...