Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER When Agents Betray Principal’s Trust Powers Of Attorney Impact Financial And Personal Matters What To Do When Power Abused In California and elsewhere, Powers of Attorney (POAs) can cover financial matters and also health and personal care matters and medical needs.  The California Probate Code provides standard forms […]

ATTORNEY NEWSLETTER SEC Offers Important Suggestions For Senior Investors Know The Investment Professional Or Salesman You Deal With Ask Questions And Never Be Rushed Into Decisions The U.S. Securities and Exchange Commission (SEC) in recent years has focused considerable enforcement efforts on financial elder abuse and fraudulent investment schemes aimed […]

ATTORNEY NEWSLETTER Indexed Annuities Are Not Index Fund Investments Indexed Annuity Policy Limitations On Returns Caps, Participation Limits, Annual Fees And Surrender Charges Insurance agents sell indexed deferred annuities to seniors as “safe” investments for income later in life.  But rather than take the selling points at face value, seniors […]

ATTORNEY NEWSLETTER Financial, Physical, Sexual And Emotional Elder Abuse  Millions Of Older Americans Abused Every Day Look For Signs And Get Elder Counsel Assistance Physical abuse and financial abuse of seniors is really increasing in these troubling times.  Seniors are caught between two very dangerous trends: the economic downturn which […]

ATTORNEY NEWSLETTER Brokers Target Senior Investors Through Advance Fee Frauds Be Wary Of Unregistered Offerings Greedy Promoters And Brokers Target Seniors  Greedy stock promoters, financial advisors and brokers target senior investors in particular with investment opportunities offering above-market interest rates.  For the most part, these offerings are unregistered and may […]

ATTORNEY NEWSLETTER Thanksgiving Day 2020 Is Like No Other Safely Include Your Older Loved Ones Seniors Need You More Than Ever Ingrid M. Evans and all of us at Evans Law Firm wish you a very happy and safe Thanksgiving Day this year. 2020 surely brings a Thanksgiving unlike any […]

ATTORNEY NEWSLETTER Financial Elder Abuse Of Seniors With Dementia The Devastating Toll Legislation To Prevent Elder Abuse  Elder abuse takes a devastating toll particularly on those seniors afflicted with Alzheimer’s or other forms of dementia.  Those who live with Alzheimer’s or other dementia are not typically able to clearly communicate […]

ATTORNEY NEWSLETTER Insurance Policies Are Not Fund Investments Contract Rates Have Caps And Other Limitations Penalties On Withdrawals  When you survey fliers and ads for indexed deferred annuities you may get the sense that deferred annuities are really the same as direct investments in market indexes. They aren’t; deferred annuities […]

ATTORNEY NEWSLETTER Incidents Of Financial Elder Abuse Up Complexity Of Cases Grows Too How Elder Abuse Counsel Can Help  Some regions of the United States are reporting over 100% increases in incidents of reported financial exploitation of seniors.  Elder advocates estimate that roughly only 1 in 14 cases of financial […]

ATTORNEY NEWSLETTER Insurance Agent Accused Of Stealing Seniors’ Premium Payments Allegedly Swindles 93-Year Old Client Funeral Insurance Policy Scam Seniors are vulnerable to financial elder abuse from many quarters, and insurance agents are among those who can swindle seniors out of money.  In one recently reported case,[1] police and the […]