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Category: Estate Planning

Nov 13, 2018 - Annuities by |

Contra Costa County and California Annuity and Financial Elder Abuse Attorneys: Fixed Indexed Annuities

ATTORNEY NEWSLETTER Beware Fixed Index Annuities Phantom Bonuses With over $200 billion in annual sales the annuity industry is big business. Annuities come in a variety of forms, all of which are complex.  Indexed annuities (sometimes branded “fixed indexed annuities”) are particularly complex.  Agents push them in volatile markets, claiming […]

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Feb 6, 2018 - Estate Planning by |

California and Santa Clara County Trusts and Financial Elder Abuse Attorneys: Trustee Fiduciary Duties

ATTORNEY NEWSLETTER The Duties of Trustees Many Californians, especially seniors, create trusts to hold their assets. Sometimes, the individual creating the trust (known as the “settlor”) also acts as his or her own trustee.  Often, however, settlors appoint others to act as trustees.  Appointed trustees may include family members, financial […]

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Oct 16, 2017 - Annuities by |

California and San Mateo County Annuity and Financial Elder Abuse Attorneys: Understanding Annuities

ATTORNEY NEWSLETTER Understanding Annuities Tying Up Savings and Hidden Costs Annuities are insurance contracts sold to provide guaranteed income for life. Deferred annuities defer that income (and possibly taxes) until a future date. Insurance agents and advisors promote annuities as retirement savings vehicles. We at Evans Law Firm do not […]

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Jun 8, 2013 - Estate Planning by |

Estate Planning Cons and Scams

While many seminars regarding estate planning opportunities may be helpful, some are used as vehicles to defraud consumers. Contact an attorney at The Evans Law Firm at 415-441-8669 or 888-50-EVANS or info@evanslaw.com to schedule a free initial consultation to learn about potential estate planning cons and scams.

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