Category: Elder Financial Abuse

Jul 8, 2019 - Annuities by |

San Francisco and California Annuities and Financial Elder Abuse Attorney: Annuities and Death Benefits

ATTORNEY NEWSLETTER Complications on Death of Annuitant Tax Consequences for Heirs Our annuity and financial elder abuse lawyers advise avoiding deferred annuities because they are complicated, expensive, tie up your money for years, and often do not produce the advertised returns. The complications and adverse tax consequences may not fully […]

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Marin County and California Elder Abuse Attorneys: All Seniors Are Vulnerable To Elder Abuse

ATTORNEY NEWSLETTER The Risks of Elder Abuse and Neglect Approximately one in 10 Americans 60 and older have experienced some form of elder abuse, which includes physical, sexual, mental, emotional, or financial abuse and/or neglect, according to the National Council on Aging (NCOA). The consequences of physical abuse or neglect […]

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San Francisco and California Securities Fraud Attorney: Ponzi Schemes Targeting the Elderly

ATTORNEY NEWSLETTER Cheating Elderly Investors A Rash of Ponzi Schemes Targeting Seniors While the Securities and Exchange Commission (SEC) continues to make protecting seniors a priority, many still fall victim to Ponzi schemes and other financial fraud. Crooked insurance agents, retirement planners, and financial advisors cheat the elderly out of […]

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Jun 25, 2019 - conservatorship by |

California and San Francisco Estate and Financial Elder Abuse Attorneys: What Can Go Wrong With Conservatorships

ATTORNEY NEWSLETTER Court-Appointed Fiduciaries Wield Great Power What Can Go Wrong And Potential For Abuse Of Power Court-appointed conservators and other fiduciaries (such as guardians or trustees) wield enormous power over the dependent individuals and properties they are appointed to manage and protect. Court appointments supersede earlier Powers of Attorney, […]

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San Francisco and California Life Insurance, Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Equity Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Understanding Risks and Downsides Insurance carriers and agents and financial advisors push life insurance in any form: term life insurance, whole life insurance, and universal life insurance. Whole life insurance and universal life insurance pay higher commissions than term life insurance (the premiums are higher too) so pay […]

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Jun 20, 2019 - Annuities by |

California Annuities and Financial Elder Abuse Attorneys: Annuities Issued by Athene Annuity and Life Company (formerly Aviva Annuity and Life Company)

ATTORNEY NEWSLETTER Full and Partial Surrenders or Cancellations of Athene Annuity and Life Company Annuities Athene Annuity and Life Company, formerly Aviva Annuity and Life Company,[1] issues fixed indexed annuities in California.  These contracts, like all deferred annuities, include penalties for early withdrawals, known as surrenders.  Surrenders may be full […]

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Jun 18, 2019 - Annuities by |

San Francisco and California Annuities and Financial Elder Abuse Attorney: Many Annuities Are Complex, Bad Deals

ATTORNEY NEWSLETTER Beware The Fine Print In The Details: Caps, Spreads, Fees and Surrender Charges Devour Your Money Our litigators often explain in our blogs why we think deferred annuities are not a good investment, particularly for seniors. Deferred annuities come in three forms:  fixed rate, fixed-indexed rate, and variable […]

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