See CA Probate Code 21350 et. seq. California recently passed a new law that clarifies language as to who is considered a caretaker and under what circumstances a transfer from the sick or weak person to their caregiver may be considered fraud, undue influence, duress or menace The statute is designed to protect people who […]
Elder Abuse
The $32 Billion Reason You Need to Organize your Financial and Estate Planning
Officially, there are over $32 billion in unclaimed funds, in large part, because loved ones didn’t know that they existed. There are likely billions more in unclaimed funds that are never reported. Unless you keep good records, provide passwords, and organize your financial and estate planning matters now, how will your loved ones know to […]
Warning from San Diego Estate Planning Attorney: Caretakers Take Advantage of Elderly
As the San Diego estate planning attorney knows, financial abuse of the elderly by caretakers or new friends is common. If you hire a caretaker through an agency, that agency will have performed background checks. If you hire a caretaker privately, be sure to run a background check including criminal and credit checks. Once, you […]