ATTORNEY NEWSLETTER Criminal and Civil Laws Against Financial Elder Abuse Financial elder abuse is a growing problem in Alameda County, throughout California, and across the country. The numbers are shocking and the toll on...
San Mateo County and California Life Insurance Attorney: Surrenders of Whole and Universal Life Insurance
December 21, 2017
ATTORNEY NEWSLETTER Surrender Charges 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 penalty....
Marin County and California Annuity Attorney: Surrenders
December 20, 2017
ATTORNEY NEWSLETTER What If I Bought An Annuity I No Longer Want? What happens when you want to get out of an annuity you bought? You can ask to surrender it. But surrenders may be costly. If you have owned the annuity for...
ATTORNEY NEWSLETTER Tax Consequences of Surrenders Every year a sizeable percentage of cash value life insurance policies are surrendered by policyholders. Those surrenders may have tax consequences. We represent...
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,...