ATTORNEY NEWSLETTER Understanding Income Riders Income Riders Flood Annuities Market A flood of new income riders on annuities partially explains a recent boom in sales. Annuity sales hit a record $203 billion last year. ...
Category: Elder Financial Abuse
San Mateo County and California Financial Elder Abuse Attorney: Financial Elder Abuse
January 4, 2018
ATTORNEY NEWSLETTER Financial Elder Abuse Protections Expanding Over the past several years, financial elder abuse protections have expanded in the legislature, through industry regulation, and in the courts, particularly in...
Santa Clara County and California Financial Elder Abuse Attorney: Financial Elder Abuse
January 3, 2018
ATTORNEY NEWSLETTER: What Is Financial Elder Abuse? Financial elder abuse, along with physical elder abuse and psychological elder abuse, is one of the three major forms of elder abuse that poses a threat to the safety and...
Marin County and California Life Insurance Attorney: Fees in Whole and Universal Life Insurance
January 2, 2018
ATTORNEY NEWSLETTER Surrender Charges and Fees on Whole and Universal Life Insurance If you are over age 60, live in California, and have surrendered a whole or universal life insurance policy, you may have paid a surrender...
San Mateo County Elder Abuse Attorney: Civil Recovery Actions
December 14, 2017
ATTORNEY NEWSLETTER Financial Elder Abuse Importance of Civil Recovery Actions Financial elder abuse takes billions of dollars every year from the pockets of American seniors and their families. Much of the abuse is criminal,...