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Apr 4, 2020 by |

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


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Outdated Beneficiary Designations Can Cause Problems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 upon your death. Outdated designations may omit new spouses, children or grandchildren born after your account was open or may designate persons who themselves have died.  Verify your beneficiary designations to make sure your money goes to the people you want.  

Also, if you or a loved one is a senior with in-home help, make sure a caregiver or other stranger does not get themselves designated as your beneficiary through phone or online manipulation of your account. If you suspect any manipulation or fraud on an policy or account, call the financial elder abuse litigators at Evans Law Firm, Inc. today at (415)441-8669, and we may be able to help. We can help if a caregiver or other stranger has tried to get themselves named as beneficiary We have seen caregivers attempt to do just that with policies and bank accounts belonging to their patient and we can work with the decedent’s family in getting any such invalid designations undone. 

You can verify your insurance policy, bank account, IRA and other beneficiary designations by calling or writing your insurance carrier or other financial institution. Keep all beneficiary designations in a safe place along with all your important papers.  If you suspect that a caregiver or other person has arranged to get themselves named as a beneficiary, call the financial elder abuse attorneys to pursue all remedies against any person responsible for financial elder abuse of you or a loved one.

Contact Us

If you or a loved one is a victim of financial elder abuse in Marin County or elsewhere in California, contact Ingrid M. Evans and the other insurance, financial elder abuse and consumer attorneys at Evans Law Firm at (415) 441-8669, or by email at <a href=””></a>. Our attorneys have experience with complex financial contracts and large insurance companies.  We can help guide your case through a jury trial or toward an equitable settlement.  We handle cases involving physical and financial elder abuse, qui tam and whistleblower law, nursing home abuse, whole life insurance and universal life insurance, and indexed, variable, and fixed annuities.

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