Monthly Archives: May 2026

ATTORNEY NEWSLETTER Unauthorized Credit Card Use Victim’s Family Spots Suspicious Charges Protecting Older Loved Ones From Financial Elder Abuse Stealing a senior’s debit or credit cards and making unauthorized charges are a common form of financial elder abuse.  Whenever a dishonest caregiver or other stranger enters a senior’s home or […]

ATTORNEY NEWSLETTER Money Missing From Elder’s Accounts Allegedly Phony “Gifts” Remedies For Seniors Older persons lose more than $3 billion annually as a result of financial elder abuse, according to FBI and National Institute of Justice statistics. The true figure is likely much, much higher as most financial elder abuse […]

ATTORNEY NEWSLETTER Deferred Annuities Are Not For Seniors Costly, Complex Contracts  Withdrawals Penalties, Commissions And Fees Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  The concept sounds simple enough but in fact deferred annuities, like […]

ATTORNEY NEWSLETTER Powers Of Attorney Confer Complete Control Over Finances Broad POA Authority Can Be Abused Liability Of Appointed Agents  Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority […]

ATTORNEY NEWSLETTER Example Of In-Home Caregiver Fraud Caregiver Allegedly Altered Checks Protecting Seniors From Caregiver Fraud Dishonest persons with access to an older person’s money, bank accounts or confidential information may take advantage of that access to wrongfully take a senior’s money or property,. If they do so, they are […]

ATTORNEY NEWSLETTER What Are Payable On Death Beneficiary Designations Importance Of Keeping Designations Current Case Example Of What Can Go Wrong A payable on death (POD) beneficiary designation is a way to name a beneficiary who will automatically receive the assets of a bank, retirement, or other investment account or […]

ATTORNEY NEWSLETTER Testamentary Capacity Standard For Wills And Trusts Capacity Issues And Financial Elder Abuse A person’s mental health and intellectual functioning are central to their ability to sign a legal document. This is known in the law as a person’s “capacity” to do certain things.  Capacity questions can arise […]

ATTORNEY NEWSLETTER <br> <h1> Policies Carry High Expenses And Fees<h1> <h2> Withdrawal Penalties Lock You In<h2> <h3> Investment Risk Is Not Insured Against<h3> <br> Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s […]

ATTORNEY NEWSLETTER Caregiver Theft From Elderly Couple Caregiver Fraud By Forgeries And Other Crimes Protecting Older Loved Ones From Caregiver Fraud/Caregiver Theft Many caregivers are hardworking, compassionate people who truly care for the older persons they take care of.  But the reality is that they are also dishonest, greedy, and […]

ATTORNEY NEWSLETTER Cash, Coins And Jewelry Allegedly Stolen Agency Caregiver Arrested Elderly, Paraplegic Victim All seniors (persons over 65) are potential victims of financial elder abuse, but seniors under the care of in-home caregivers are especially vulnerable when a dishonest person is in their home with daily access to their […]