ATTORNEY NEWSLETTER The Downsides of Annuities Annuities Low interest rates are good if you’re young and need to borrow, but they’re not so good if you’re older, past your borrowing days, and looking for...
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ATTORNEY NEWSLETTER Life Insurance Surrenders: The Tax Consequences Surrendering Life Insurance Whenever an insurance agent starts talking about surrendering or “changing” or “replacing” your life...
San Francisco County and California Financial Elder Abuse Attorney: Financial Elder Abuse and Life Insurance
July 24, 2017
ATTORNEY NEWSLETTER Life Insurance and Financial Elder Abuse For years seniors have included life insurance as a part of their estate plan. Sometimes the policies are held outright and sometimes in trust for tax planning...
San Francisco County and California Securities Fraud and Financial Elder Abuse Attorneys: Fiduciary Rule
July 20, 2017
ATTORNEY NEWSLETTER Fiduciary Rule Finally Takes Effect Putting You First After months of delay, the Department of Labor’s (DOL) long-debated “fiduciary rule” took effect last week. Although the final rule...
California Annuity Fraud Attorney: Annuities
July 19, 2017
ATTORNEY NEWSLETTER Bank Broker Suspended and Fined for Mishandling Variable Annuity The Case Recently, a broker at a national bank was fined and suspended by the Financial Industry Regulatory Authority (FINRA) for a year and...