ATTORNEY NEWSLETTER Disadvantages Of A “1035” Exchange Consider 1035 Proposals As Red Flags Annuity Transactions And Tax Consequences Our litigators recommend against annuities, especially for seniors. If you...
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San Francisco and California Financial Elder Abuse Attorneys: Financial Elder Abuse Protection Checklist
June 4, 2020
ATTORNEY NEWSLETTER Protect Yourself And Loved Ones From Financial Elder Abuse A Few Important Steps Financial elder abuse strikes seniors of all income levels, rich and poor. Financial predators target isolated seniors...
Marin and California Annuity and Financial Elder Abuse Attorneys: Annuities Are Not For Seniors
June 3, 2020
ATTORNEY NEWSLETTER The Downsides to Annuities for Seniors Resist Hard Sell Tactics Especially The “Free Lunch” Seminars! By some estimates, American seniors hold two-thirds of the individual wealth in the United...
ATTORNEY NEWSLETTER How Indexed Universal Life Insurance Works Don’t Be Pushed Into A Purchase Indexed Universal Life Insurance is a complicated life insurance product often sold by insurance agents as a retirement...
Marin County and California Annuity and Financial Elder Abuse Attorneys: Resist The Annuity Pitch
May 22, 2020
ATTORNEY NEWSLETTER Annuities Are Expensive, Long-Term Insurance Policies Do Not Be Rushed Into An Annuity Commissions, Fees And Surrender Charges Our lawyers recommend avoiding annuities of any kind, especially for...