Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER What does the law mean by “capacity? A person’s ability to sign a legal document is known in the law as a person’s “capacity” to do it.  Capacity questions can arise for any person, but they most often arise in the context of a senior signing legal instruments […]

ATTORNEY NEWSLETTER Reach Out To Senior Loved Ones and Friends This Fourth Of July Maintain An Active Role In Older Loves Ones’ Lives Happy Fourth of July 2026!  We at Evans Law Firm wish you a happy and safe Fourth of July.  We hope you spend time with loved ones […]

ATTORNEY NEWSLETTER What are financial powers of attorney? Financial powers of attorney (POAs) are legal instruments which grant full authority over a person’s (the “principal’s”) financial affairs. The form for financial POA is found in California statutes. See Cal. Prob. Code §§ 4401 et seq. (statutory form for financial POA). […]

ATTORNEY NEWSLETTER What are financial powers of attorney? Financial powers of attorney (POAs) are legal instruments which grant full authority over a person’s (the “principal’s”) financial affairs. The form for financial POA is found in California statutes. See Cal. Prob. Code §§ 4401 et seq. (statutory form for financial POA). […]

ATTORNEY NEWSLETTER Are there annual fees insurers charge in life insurance policies? Yes.  Most insurance carriers charge certain fees and expenses in each year of an indexed universal life insurance policy.  Sometimes these fees are referred to as cost of insurance (“COI”) or mortality rates or similar names.  COI rates […]

ATTORNEY NEWSLETTER What is the definition of financial elder abuse in California? California broadly defines what constitutes financial elder or dependent adult abuse: (a) “Financial abuse” of an elder or dependent adult occurs when a person or entity does any of the following: (1) Takes, secretes, appropriates, obtains, or retains real or […]

ATTORNEY NEWSLETTER What is caregiver fraud? Caregiver fraud is a recurring form of financial elder abuse perpetrated on seniors by dishonest in-home caregivers or caregivers working in assisted care and skilled nursing facilities.  The fraud tends to start out relatively small – theft of a small amount of cash or […]

ATTORNEY NEWSLETTER What is caregiver fraud? Caregiver fraud is a recurring form of financial elder abuse perpetrated on seniors by dishonest in-home caregivers or caregivers working in assisted care and skilled nursing facilities.  The fraud tends to start out relatively small – theft of a small amount of cash or […]

ATTORNEY NEWSLETTER What is a financial power of attorney? Financial powers of attorney (POAs) grant full authority over a person’s financial affairs. The form for financial POA is found in California statutes. See Cal. Prob. Code §§ 4401 et seq. (statutory form for financial POA). Why are financial powers of […]

ATTORNEY NEWSLETTER What is a deferred annuity? Deferred annuities are contracts where the policy holder makes an upfront premium payment in exchange for an income stream in years to come.  Are deferred annuity policies complicated? Yes.  While the concept of deferred annuities sounds simple enough, deferred annuity policies, like fixed […]