ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you...
San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse Protection Checklist
June 4, 2020
ATTORNEY NEWSLETTER Protect Yourself And Loved Ones From Financial Elder Abuse A Few Important Steps Financial elder abuse strikes seniors of all income levels, rich and poor. Financial predators target isolated seniors...
Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors
June 3, 2020
ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United...
California and San Francisco Whistleblower Attorney: Blowing The Whistle On Mortgage Fraud
June 2, 2020
ATTORNEY NEWSLETTER HUD Violations By Lender Whistleblowers Rewarded For Blowing Whistle Fraud May Constitute Numerous Statutory Violations Any mortgage lender that submits false claims to the government regarding mortgages...
California and Marin County Annuity and Financial Elder Abuse Attorney: Understanding Annuity Death Benefit Riders
June 1, 2020
ATTORNEY NEWSLETTER What Are Annuity Riders? The Death Benefit Rider Riders are endorsements added to annuity contracts sold to enhance the benefits payable under those contracts. Our litigators recommend avoiding annuities...