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Yearly Archives: 2017

Aug 9, 2017 - Annuities by |

Marin County and California Securities Attorney: Suitability Rules

ATTORNEY NEWSLETTER What to Expect From Your Financial Advisor Rules Governing Investment Recommendations Every day financial advisors recommend all kinds of investments to American consumers. Recommendations come from stock brokers, insurance agents, bankers, financial planners, and investment advisors. Different government, industry and company rules govern these recommendations. Generally, one of […]

Jul 27, 2017 - Annuities Fraud by |

Marin County and California Insurance and Annuity Attorney: Taxes on Surrenders

ATTORNEY NEWSLETTER Life Insurance Surrenders: The Tax Consequences Surrendering Life Insurance Whenever an insurance agent starts talking about surrendering or “changing” or “replacing” your life insurance policy, remember one important thing if nothing else: there will be tax consequences. We here at Evans Law Firm are not tax attorneys but […]

Jul 25, 2017 - Bay Area by |

California Whistleblower Attorney: Whistleblowing

ATTORNEY NEWSLETTER Worldwide Whistleblowing A former automotive engineer and employee of South Korean auto manufacturer Hyundai believed his former employer was hiding a dangerous product defect in its cars. He supposedly presented documentary evidence to both the South Korean and United States governments to substantiate his allegations. The whistleblower alleged […]

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