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Category: Estate Planning

San Francisco Trusts and Financial Elder Abuse Attorneys: Trust Disputes

ATTORNEY NEWSLETTER Trust Disputes: Invalid Trusts and Breaches of Fiduciary Duty Fighting Against Trustee Misconduct Many Californians create trusts to hold assets to allow continuity of financial management if they become incapacitated. Trusts are a good way to protect assets, but when a settlor suffers from cognitive impairment, a greedy […]

May 25, 2020 - Estate Planning by |

California Elder Law and Estate Planning Attorneys: Estate Planning And Issues Of Cognitive Decline

ATTORNEY NEWSLETTER Navigating The Financial Aspects of Cognitive Decline Make An Inventory of Assets And Seek Professional Help Consider Powers of Attorney and Revocable Trust Agreements When a loved one is beginning to manifest even slight signs of cognitive decline, emotional and medical considerations overshadow the financial planning. This is […]

Apr 8, 2020 - Annuities by |

San Francisco Annuity and Financial Elder Abuse Attorneys: Annuities Can Cause Estate Planning Problems

ATTORNEY NEWSLETTER Dangers of Annuities in Trusts Avoiding Taxable Events Our annuity and financial elder abuse attorneys recommend against annuities for seniors in particular, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you need it.  Our litigators also understand the […]

Mar 9, 2020 - Estate Planning by |

California and Marin Estate Planning and Elder Abuse Attorneys: Why You Need an Estate Plan, Will, and Power of Attorney in Place

ATTORNEY NEWSLETTER Estate Plans Are All About Protecting Loved Ones Keep Your Plan Current The Importance of Powers of Attorney Estate planning is all about protecting you, your spouse, and your children and grandchildren as you age. Revocable Living Trust arrangements and Powers of Attorney can protect you while you’re […]

Feb 15, 2020 - Estate Planning by |

California Elder Law Attorneys: Cognitive Decline Should Not Derail Estate Planning

ATTORNEY NEWSLETTER Navigating The Financial Aspects of Cognitive Decline Make An Inventory of Assets And Seek Professional Help Consider Powers of Attorney and Revocable Trust Agreements When a loved one is beginning to manifest signs cognitive decline, emotional and medical considerations often overshadow the financial planning that needs to occur. […]

California and San Francisco Financial Elder Abuse Attorney: Protecting Your Children’s Inheritance

ATTORNEY NEWSLETTER Caregivers Prey On Lonely Widows and Widowers Protect Your Children’s Inheritance in the Family Home Consider Life Estates Sadly, there’s a repeating pattern of caregivers getting their hands on a senior’s home after a spouse of many years passes away. Isolated seniors are particularly vulnerable to financial exploitation […]

Marin and California Elder Abuse Attorneys: Financial Powers of Attorney: Double-Edged Swords

ATTORNEY NEWSLETTER Financial Powers of Attorney and the Elderly Legal Requirements for powers of Attorney in California A financial Power of Attorney (“POA”) is an important legal document where a principal authorizes an agent to act on the principal’s behalf in business transactions and more.[1] Someone with a financial Power […]

California Estate Planning and Elder Abuse Attorneys: New California Laws Affecting Seniors

ATTORNEY NEWSLETTER New Laws Protect Seniors From Elder Abuse, Streamline Probate, And Prohibit Exploitation of Seniors in Conservatorships A number of new laws directly affecting seniors took effect in California on January 1, 2020. Those measures impact estate planning, protection from elder abuse, probate proceedings and conservatorships.  The California estate […]

Dec 17, 2019 - Estate Planning by |

California Estate Planning and Elder Abuse Attorneys: The Importance of Having an Estate Plan, Will, and Power of Attorney in Place

ATTORNEY NEWSLETTER Estate Plans Are All About Protecting Loved Ones Keep Your Plan Current The Importance of Powers of Attorney Estate planning is all about protecting your and your loved ones as you age. Revocable Living Trust arrangements and Powers of Attorney can protect you while you’re alive but no […]

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