ATTORNEY NEWSLETTER Understand The Costs And Downsides Deferred Annuities Are Insurance Policies Not Fund Investments Do Not Be Rushed Into A Sale When selling annuities to senior citizens, insurance agents may gloss over the...
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Marin County and California Annuity and Financial Elder Abuse Attorneys: The Way Fixed Indexed Annuities Work
July 8, 2020
ATTORNEY NEWSLETTER Understand The Drawbacks Annuities Are Insurance Policies Not Investments Do Not Be Rushed Into A Sale Insurance agents use market downturns like the one we saw in March to push fixed indexed annuities as...
California and Alameda County Financial Elder Abuse Attorney: Caregivers and Financial Elder Abuse
July 7, 2020
ATTORNEY NEWSLETTER Cash, Checks, and Personal Information Caregivers Steal Property and Identity Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, other valuables and perhaps...
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...
California and Marin County Financial Elder Abuse Attorney: Caregivers and Financial Elder Abuse
July 1, 2020
ATTORNEY NEWSLETTER Cash, Checks, and Caregivers The Danger of Checking Accounts in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, important papers and other...