Category: Elder Abuse California

ATTORNEY NEWSLETTER What Duty Does An Agent or Advisor Owe You? The “Best Interest” Standard We at Evans Law Firm litigate the question of an insurance agent’s duty to consumers, especially when it comes to whole, universal and indexed universal life insurance and/or annuities. As life insurance and annuity lawyers, […]

ATTORNEY NEWSLETTER Prepare For Your Holiday Visits With Seniors We at Evans Law Firm wish you the best over the holiday season! Many of us visit elderly loved ones over the holidays.  It may be a once a year trip to see parents or other elderly loved ones who live […]

ATTORNEY NEWSLETTER Criminal and Civil Laws Against Financial Elder Abuse Financial elder abuse is a growing problem in Alameda County, throughout California, and across the country. The numbers are shocking and the toll on seniors and their families devastating. While likely underreported, financial elder abuse costs older Americans $36.5 billion annually […]

ATTORNEY NEWSLETTER Surrender Charges on Whole and Universal Life Insurance If you are over age 60, live in California, and have surrendered a whole or universal life insurance policy, you may have paid a surrender penalty. You may also have suffered a tax loss on the surrender.  The California Insurance […]

ATTORNEY NEWSLETTER Financial Elder Abuse Importance of Civil Recovery Actions Financial elder abuse takes billions of dollars every year from the pockets of American seniors and their families. Much of the abuse is criminal, outright theft; in other cases it is noncriminal financial exploitation.  If the abuse is criminal, always […]

ATTORNEY NEWSLETTER  What Duty Does An Agent Owe You? Putting You First We at Evans Law Firm litigate the question of an insurance agent’s duty to his clients, particularly when it comes to life insurance and/or annuities. We have written on the subject in this column.  As life insurance and […]

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information may be worse than none at all, particularly when it comes to annuities and taxes. Tax deferral is a key component of sound retirement planning.  Insurance agents push annuities as the best tool for that deferral.  There may […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes  Resident Dumping California public interest groups are fighting a disturbing trend in nursing homes sending Medi-Cal patients to hospitals and then refusing to allow them to return. This practice is known as “resident dumping.”  Marin County and California nursing home abuse attorneys at […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Medication Concerns The nursing home abuse attorneys at Evans Law Firm Inc. often write in this column about the sad reality of nursing home abuse in Alameda County and throughout California. A recent CNN story uncovered the increased rates at which a particular […]

ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers who churn their clients’ variable annuities. Recently, FINRA announced disciplinary measures against two brokers who churned client annuities.  The churns (or replacements) resulted in heavy surrender […]