Seniors are especially vulnerable to scammers who target them, and a San Jose financial elder abuse attorney should be consulted if you are a senior who has been victimized by dishonest and unethical behavior. ...
Category: Elder Financial Abuse
Alameda County and California Financial Elder Abuse Attorneys: Powers of Attorney And Financial Elder Abuse
April 26, 2018
ATTORNEY NEWSLETTER What Are Powers of Attorney? A Power of Attorney (POA) is a very important legal document where the principal authorizes an agent to act on the principal’s behalf. The authority of the agent ends...
San Mateo County and California Financial Elder Abuse Attorneys: Life Insurance Churning and Twisting
April 5, 2018
ATTORNEY NEWSLETTER Life Insurance Churning Millions of older Americans have whole life insurance policies with accumulated cash value. Typically, they were sold those policies when they were much younger as a tax deferred...
Santa Clara County and California Life Insurance Attorney: Indexed Universal Life Insurance
March 21, 2018
ATTORNEY NEWSLETTER Beware the Sales Push on Indexed Universal Life Insurance Life Insurance and Retirement Savings Indexed universal life insurance policies (IULs) have been around for years. The sales pitch is always...
Alameda County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule
March 19, 2018
ATTORNEY NEWSLETTER Government Agencies and the Fiduciary Rule Putting You First Last year, the Department of Labor (DOL) announced its fiduciary rule which applies primarily to retirement investment advisors; the rule...