Category: Estate Planning

ATTORNEY NEWSLETTER Surviving Spouses Prey to Caregivers and Others How to Protect Your Children and Ensure They Inherit the Family House Consider Life Estates Sadly, there’s a repeating pattern of caregivers and others getting their hands on a senior’s property after a spouse of many years passes away. Isolated seniors […]

ATTORNEY NEWSLETTER Creating and Amending Trusts Many Californians, especially seniors, create trusts to hold their assets in part to avoid a lengthy probate process following death. The trusts may be fully revocable by the individual creating the trust (known as the “settlor”) or irrevocable during the settlor’s lifetime.  If revocable, […]

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 […]

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 […]

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 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 […]

ATTORNEY NEWSLETTER Beneficiaries Exerting Undue Influence: Writing Other Beneficiaries Out Of Trusts Beneficiaries Whether money is the root of all evil or not, it sure causes a lot of problems. Perhaps most poignantly within families, where greed, old grudges or resentments displace love and affection. Whatever the scale and wherever […]

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 [email protected] to schedule a free initial consultation to learn about potential estate planning cons and scams.