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Category: Elder Financial Abuse

Apr 17, 2019 - Caregiver Fraud by |

San Francisco and California Financial Elder Abuse Attorney: Preventing and Reporting Financial Elder Abuse

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Tips on What to Watch For Even though awareness of financial elder abuse is increasing, cases involving elder investment fraud and financial abuse are very much on the rise. Adult Protective Services in San Francisco reports that financial elder abuse has increased dramatically […]

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California and San Francisco Financial Elder Abuse Attorneys: Broadening Protections for California Seniors

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Legislature Considers Expanding List of Mandated Reporters of Financial Elder Abuse The California Elder Abuse and Dependent Adult Civil Protection Act mandates reporting of suspected financial abuse of an elder or dependent adult.  Cal. Welf. & Inst. Code § 15630.1.  A recently introduced bill in the California […]

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Apr 8, 2019 - Annuities by |

San Francisco and California Life Insurance and Annuities Attorney: Guggenheim Partners/Security Benefit Life Insurance Company

ATTORNEY NEWSLETTER Guggenheim Partners/Security Benefit Life Insurance Company Total Value Annuities (TVAs) The life insurance and annuity attorneys at Evans Law Firm, Inc. represent clients who have suffered losses on all types of life insurance and annuity contracts, including indexed annuities and equity indexed universal life insurance. Indexed annuities are […]

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California and Alameda County Financial Elder Abuse and Annuity Attorneys: Financial Exploitation of Seniors

ATTORNEY NEWSLETTER Preventing Financial Exploitation of Seniors Older persons control more than 70 percent of U.S. disposable income. Many also have sizeable retirement savings.  As a result, older Americans are targets for insurance agents, financial advisors and investment planners with products to sell.  Many of those products, particularly ones like […]

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San Francisco and California Life Insurance, Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Equity Indexed Universal Life Insurance

ATTORNEY NEWSLETTER Understanding Risks and Downsides Insurance carriers and agents and financial advisors push life insurance in any form: term life insurance, whole life insurance, and universal life insurance. Whole life insurance and universal life insurance pay higher commissions than term life insurance (the premiums are higher too) so pay […]

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Apr 2, 2019 - Caregiver Fraud by |

California and San Francisco Financial Elder Abuse Attorney: Financial Elder Abuse by Caregivers

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Keep Checks, Credit and ATM Cards, Valuables and Important Papers in a Safe Place Accessing Your Bank Accounts Whenever a stranger is in an elderly person’s home, the senior’s identity, valuables, credit cards, bank accounts and important papers are all at risk. Unscrupulous […]

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Apr 1, 2019 - Annuities by |

Alameda County and California Financial Elder Abuse Attorneys: Financial Elder Abuse By Insurance Agents

ATTORNEY NEWSLETTER How Insurance Agents Financially Exploit Seniors Unscrupulous insurance agents can really wreak havoc on a senior’s finances. Agents prey on seniors’ anxiety over income security in a drive to sell commission-generating annuities and life insurance, including whole life, universal and equity-indexed policies.  In that drive for commissions, agents […]

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Mar 27, 2019 - Annuities by |

Marin County and California Annuity and Financial Elder Abuse Attorneys: What You Need to Know About Annuity, Whole Life Insurance and Equity-Indexed Life Insurance Risks

ATTORNEY NEWSLETTER Beware Annuities, Whole Life and Equity-Indexed Life Insurance  Consider the Drawbacks and Downsides Insurance agents and financial advisors push annuities and whole and equity-indexed life insurance as part of retirement savings plans, particularly on seniors or persons getting close to retirement and concerned about future income levels. Beware.  All of […]

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