Monthly Archives: January 2017

ATTORNEY NEWSLETTER J.P. Morgan is Exposed for IRS Fraud J.P. Morgan and the IRS After settling a lawsuit for over $300 million just about a year ago, J.P. Morgan is now potentially in some trouble with the IRS. A former employee and now whistleblower has just come forward to express […]

ATTORNEY NEWSLETTER Paying To Get It; Paying To Toss It: Surrender Charges Whole Life Insurance Whole life insurance policy holders usually walk away from buying their policy thinking they have set themselves up well for the future. But the question remains: have they? There are certainly competing views about whole […]

ATTORNEY NEWSLETTER For Better or for Worse: Elders Tricked into Marriage for Financial Gain The number of elders being “conned into love” is on the rise, and the motivation is simple: money. It has come to our attention that lately, more than ever, seniors are the victims of what people […]

ATTORNEY NEWSLETTER The Most Important 2017 Nursing Home Laws Explained Nursing Home Laws As we begin 2017, we at Evans Law Firm wanted to take some time to discuss the reform in nursing home laws. New rules and regulations have brought some positive improvements to nursing homes, and they have […]

ATTORNEY NEWSLETTER No Love Lost… But What About Insurance Policies? Life Insurance and Beneficiaries There are millions and millions of dollars in life insurance benefits that go begging every year. In an isolated case, you can easily imagine how it happens in our world – a person takes out a […]

ATTORNEY NEWSLETTER Financial Elder Abuse: How To Protect Yourself and Your Loved Ones From Scammers Financial Elder Abuse Elder abuse, particularly financial elder abuse, has become a national epidemic, and is not a problem or trend to be taken lightly. Elder financial abuse ruins lives, and too often is not […]

ATTORNEY NEWSLETTER Investing Is Good. Investing Well Is Better The Securities Exchange Commission Tips for Investing Recently, the Securities and Exchange Commission (SEC) released a few tips to help investors make safer, more informed investments. We thought we should share those with you. 1. Never be afraid of doing a […]

ATTORNEY NEWSLETTER Are We Even Getting To Use Our Long Term Care Insurance? Long Term Care Insurance Long term care (“LTC”) insurance is a heavily debated topic. Some people believe it’s a must, others don’t, and many who think they may need it, find the insurance way too expensive to […]

ATTORNEY NEWSLETTER The Complexities of Probate Code 21350 And Why It Is Now 21380 What is Probate Code 21350? California Probate Code 21350, introduced in 2010, prohibited caretakers of the elderly from receiving any gifts under their elderly patient’s will once the patient died. While the intent of the statute […]

ATTORNEY NEWSLETTER Are Indexed Annuities Just Over-Our-Heads Difficult? Indexed Annuities Annuities are complex financial instruments. So-called indexed annuities are even more complicated. Yet, these investments are made quite often, which means people could be investing in a product they simply do not understand. And the stakes are incredibly high; often […]