Category: Elder Financial Abuse

ATTORNEY NEWSLETTER California Law on Gifts to Care Custodians Tightening the Marriage Loophole for Gifts to Care Custodians California law presumes that gifts – made either during life or at death – by an elder or dependent adult to their care custodian[1] are the product of undue influence (a defined […]

ATTORNEY NEWSLETTER Deferred Annuities Are Complex and Expensive The Greatest Consumer Risk: Not Understanding What You’ve Been Sold Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of […]

ATTORNEY NEWSLETTER The Pitfalls of Reverse Mortgages Problems for Surviving Spouses Natural Disasters and Reverse Mortgages “Reverse mortgages are just a terrible idea for seniors, unless they have no other options.” That’s what our own Ingrid M. Evans told a reporter for realtor.com covering a story this past Spring of […]

ATTORNEY NEWSLETTER What It Means For An Investment To Be Liquid Versus Illiquid Annuities Tie Up Your Money For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. One of the primary reasons senior consumers […]

ATTORNEY NEWSLETTER Variable Annuities Are Complex and Expensive The High Cost of Variable Annuities Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities may be fixed (locked in interest rate), indexed (a blend of locked […]

ATTORNEY NEWSLETTER Remember Senior Loved Ones On Labor Day Holidays Are Important Times To Check In With Seniors Happy Labor Day! We at Evans Law Firm wish you a happy and safe holiday.  We hope you spend it with loved ones and especially any seniors among your family and friends. […]

ATTORNEY NEWSLETTER How Caregivers Can Manipulate Vulnerable Seniors The Tragedy of One 88-Year Old Victim Our elder abuse litigators see the terrible dangers ahead when an unscrupulous caregiver gets a hold on an isolated senior’s life. Greedy caregivers will stop at nothing to lay hands on bank accounts, cash, valuables, […]

ATTORNEY NEWSLETTER Ponzi Schemes Increasingly Target Older Investors Older people have more money to invest. After years of savings and with the children educated and on their own, seniors should take comfort in a nest egg for future years. But unscrupulous brokers, insurance agents and stock promoters target seniors for […]

ATTORNEY NEWSLETTER Abusers May Work Together to Abuse Elderly Seniors here in Marin County and throughout California are vulnerable to financial elder abuse. Sometimes the abusers strike in crews.  Just last week, a local California police department arrested five individuals accused of stealing over $24,000 from a 73-year-old victim over […]

ATTORNEY NEWSLETTER Annuities Are Complex and Expensive Your Money Is Tied Up For Years Our lawyers recommend you always beware when an insurance agent tries to sell you annuities or life insurance, particularly if you’re a senior. Annuities are complicated insurance products with a lot of red flags for consumers: […]