ATTORNEY NEWSLETTER Beware Aggressive Sales Tactics Long-Term Contracts Are Costly To Exit Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred annuities, […]

ATTORNEY NEWSLETTER Allegations Of Stolen And Forged Checks Bank Contacted Victim’s Family With Suspicions How To Help Protect Older Loved Ones While all seniors are potential victims of financial elder abuse, those who are alone and under the care of an in-home caregiver are particularly at risk if the caregiver […]

ATTORNEY NEWSLETTER Long-Term Insurance Policies Are Complicated Penalties For Getting Your Money Back Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred […]

ATTORNEY NEWSLETTER How Financial Powers Of Attorney Are Abused Case Examples Remedies For Power Of Attorney Abuse Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority over medical decisions […]

ATTORNEY NEWSLETTER Case Example Forgeries And Other Crimes Unauthorized Online Transfers From Bank Accounts Many caregivers are hardworking, compassionate people who truly care for the older persons they take care of.  But the reality is that they are also dishonest, greedy, and manipulative individuals acting as caregivers as well and […]

ATTORNEY NEWSLETTER $35,000 Missing From Senior’s Account Caregiver Allegedly Defrauded Senior For Seven Months Falsified Time Records And Checks Alleged Most financial elder abuse by a dishonest caregiver or other person with access to a senior’s finances starts out relatively small, the amounts stolen grow over time as the predator […]

ATTORNEY NEWSLETTER Forged Checks And Other Crimes Alleged Bank Reported Unusual Activity To Victim’s Family Protecting Older Loved Ones All seniors are potential victims of financial elder abuse.  Those seniors who are alone and under the care of an in-home caregiver are particularly at risk if the caregiver is a […]

ATTORNEY NEWSLETTER Avoid The Sales Hype Around Annuities Long-Term Contracts Are Costly To Exit Commissions And Fees Diminish Returns Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact […]