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Category: Elder Financial Abuse

California and Alameda County Financial Elder Abuse Attorney: Caregivers and Seniors’ Bank Accounts

ATTORNEY NEWSLETTER Cash, Checks, and Caregivers The Danger of Checking Accounts in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, important papers and other valuables if you don’t take precautions to prevent such access. Greedy caregivers strike quickly and one of their schemes […]

Apr 13, 2020 - Annuities by |

California and Marin County Annuity and Financial Elder Abuse Attorney: Understanding Income Riders

ATTORNEY NEWSLETTER How Do Income Riders Work? Are They Worth It? Our lawyers recommend you avoid annuities, especially if you’re a senior. Be particularly wary when an agent tries to sell you annuities with “enhanced” features like income riders. Income riders, often sold as “Guaranteed Lifetime Withdrawal Benefits” or “Guaranteed […]

Apr 10, 2020 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: Don’t Let A Bear Market Pull You To Fixed Annuities

ATTORNEY NEWSLETTER Understanding How Fixed Annuities Work Insurance Policies Not Investments Do Not Be Rushed Into A Fixed Annuity Insurance agents are already using the big Dow drop to push the “safety of fixed annuities. Don’t buy it, because that is not the entire story. Our lawyers recommend avoiding annuities […]

California and Alameda County Financial Elder Abuse Attorney: Caregivers and Checks

ATTORNEY NEWSLETTER Checks, Cash, Credit Cards, and Caregivers The Danger of Checks and Important Papers in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s checks, cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. In one […]

Apr 4, 2020 - Annuities by |

Marin County and California Financial Elder Abuse Attorney: Updating Beneficiaries on Life Insurance, Annuities, and Bank Accounts

ATTORNEY NEWSLETTER Verify You’ve Named The Beneficiaries You Want Outdated Beneficiary Designations Can Cause Problems Keeping beneficiary designations current on life insurance policies, annuities, bank accounts, CDs and IRAs might be one of the most important things you can do to see that your assets pass to the right persons […]

California and Marin Financial Elder Abuse Attorneys: Isolated Seniors And The Risk Of Financial Exploitation

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk Everyone of us is potentially a victim of financial fraud. A higher percentage of seniors suffer more incidents of financial abuse or fraud and the highest percentage of victims of financial exploitation is isolated seniors.  […]

Mar 16, 2020 - Annuities by |

California Annuity and Financial Elder Abuse Attorneys: Avoid Annuities In Retirement Plans

ATTORNEY NEWSLETTER Resist The Annuities Sales Pitch Annuities Are Unsuitable Retirement Investments SECURE Act Will Not Protect Consumers The lawyers at Evans Law Firm, Inc. recommend against annuities especially for seniors, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you […]

California and Alameda County Financial Elder Abuse Attorney: Caregiver Steals Jewelry And Cash From Multiple Patients

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Caregiver Accused of Stealing Jewelry And Cash From Several Elderly Patient Preventing Caregiver Theft In-home caregivers have access to a senior’s jewelry, silver, ATM cards, cash, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly and […]

California and Alameda County Financial Elder Abuse Attorneys: California Supreme Court Says Disinherited Beneficiaries Have Standing In Trust Contests

ATTORNEY NEWSLETTER Challenging Invalid Trusts and Trust Amendments Trusts, Trust Amendments, And Financial Elder Abuse Schemes Persons Disinherited By Allegedly Invalid Amendments Can Sue California law is now clear that a person disinherited by a trust amendment has standing to challenge the validity of that amendment in Probate Court. In […]

California and San Francisco Financial Elder Abuse Attorney: Living Alone As A Senior

ATTORNEY NEWSLETTER Caregivers And Others Prey On Lonely Widows and Widowers Isolation Presents the Biggest Risk of Abuse Support Groups, Family, and Friends Can Protect Seniors Nearly 29% of America’s senior population of 46 million people live alone. That’s over 13 million of us.  Seventy percent of that number, over […]

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