Financial Elder Abuse: Protection and Prevention Financial Elder Abuse Financial elder abuse happens in mass numbers and the consequences are increasingly more and more severe. Recent studies show that 1 in 10 elders is abused, and that figure climbs to 1 in 2 elders when the senior suffers from dementia. […]

ATTORNEY NEWSLETTER Financial Elder Scams Financial Scams On The Rise In The Elderly Population: How They Happen And How To Prevent Them Financial Scams Financial scams happen every day and are always a growing concern. Because of this, it has become almost intuitive to be vigilant about checking bank statements […]

ATTORNEY NEWSLETTER Who Commits Elder Abuse?   The State of Financial Elder Abuse in California It’s not easy to find someone who doesn’t condemn elder abuse. From the Federal government and state legislatures, to banks and financial institutions, and down on to everyday folks, there’s no-one who countenances abuse, either […]

ATTORNEY NEWSLETTER Protections Seniors from Investment Fraud The Origin of Investment Fraud In this age of “Retirement Shortfalls” and rising costs of seniors living, the elderly often feel under increased pressure not to be a burden on their families, and to try to leave something behind when the pass on. […]

ATTORNEY NEWSLETTER Whole Life Insurance and Retirement As the Baby Boomer generation starts reaching retirement age, insurance and annuity brokers are gearing up their sales to seniors and the elderly. Ads, mailers, and aggressive sales practices have helped convince a large portion of the senior population that their savings aren’t […]

ATTORNEY NEWSLETTER Revised Rewards Guidelines Issued by the IRS The IRS has the unenviable job not only of collecting taxes, but of following up and investigating businesses and individuals that try to avoid paying their fair share. The investigative effort this requires is staggering, and as a result, the IRS […]

ATTORNEY NEWSLETTER Prudential, Jackson National, and the future of the annuity As the Department of Labor requires more insurance brokers to act as fiduciaries, and as FINRA continues its investigation into variable annuities, it’s clear that the increased scrutiny is having a bit of a shriveling effect on the market […]

ATTORNEY NEWSLETTER A Shrinking Long-Term Care Insurance Market May Put the Squeeze on Policyholders Seniors and retirees who are looking into their insurance options for old age may have noticed a disturbing trend: Long Term Care insurance, designed to help the elderly afford costs like retirement homes, Continuing Care Retirement […]

ATTORNEY NEWSLETTER New FINRA Rules aim to protect victims of Financial Elder Abuse FINRA, the Financial Industry Regulatory Authority, is planning to roll out a new set of rules aimed at curbing the financial abuse of elders, which has become an increasing problem in the last few decades. Theft, scams, […]

ATTORNEY NEWSLETTER San Francisco Nursing Home Abuse Attorneys Discuss the State of Elder Care It’s well known that the tech boom has driven up costs for everyone and everything in San Francisco. Apartments, groceries, bridge toll, and now, advocates say, nursing home costs. California Advocates for Nursing Home Reform, CANHR […]