ATTORNEY NEWSLETTER Deferred Annuities Are Not For Seniors Costly, Complex Contracts Withdrawals Penalties, Commissions And Fees Deferred annuities are contracts where the policy holder makes an upfront premium payment in...
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Santa Clara County Financial Elder Abuse Attorneys: Fraudulent Use Of Financial Powers Of Attorney
May 8, 2026
ATTORNEY NEWSLETTER Powers Of Attorney Confer Complete Control Over Finances Broad POA Authority Can Be Abused Liability Of Appointed Agents Financial powers of attorney (POAs) grant full authority over a person’s...
Contra Costa County Financial Elder Abuse Attorney: Financial Elder Abuse Of Seniors By Caregivers
May 7, 2026
ATTORNEY NEWSLETTER Example Of In-Home Caregiver Fraud Caregiver Allegedly Altered Checks Protecting Seniors From Caregiver Fraud Dishonest persons with access to an older person’s money, bank accounts or confidential...
ATTORNEY NEWSLETTER What Are Payable On Death Beneficiary Designations Importance Of Keeping Designations Current Case Example Of What Can Go Wrong A payable on death (POD) beneficiary designation is a way to name a...
San Francisco Financial Elder Abuse Attorneys: Testamentary Capacity For Estate Planning
May 5, 2026
ATTORNEY NEWSLETTER Testamentary Capacity Standard For Wills And Trusts Capacity Issues And Financial Elder Abuse A person’s mental health and intellectual functioning are central to their ability to sign a legal...