ATTORNEY NEWSLETTER Be Wary of Annuities in Retirement Accounts 401(k)s and IRAs Are Already Tax-Deferred Tax deferral is the key to successful retirement savings. 401(k)s, IRAs, SEPs and the like offer tax deferral and retirement savings grow tax-free until it’s time to withdraw without penalty after age 59 ½. Earlier […]

ATTORNEY NEWSLETTER Ingrid M. Evans on NBC Bay Area Responds Lost Bank Accounts: Don’t Always Look for Help From Your Bank NBC Bay Area News recently investigated a San Jose widow’s struggle with Wells Fargo Bank over a $30,000 CD deposit that has simply disappeared from the bank’s records. The […]

ATTORNEY NEWSLETTER Unscrupulous Stockbrokers Prey on Elderly Recently, a large national stockbrokerage discharged two veteran brokers for financial elder abuse of senior customers.[1]  One broker talked the senior into naming the broker’s children as beneficiaries on the senior’s account and the other accepted unauthorized instructions from a third party to […]

Our founder Ingrid M. Evans speaks out for consumers on NBC Bay Area News tonight at 11!  Tonight’s Bay Area Responds segment looks at what banks may do when customer CDs expire.  NBC zeroes in on how Wells Fargo Bank in particular handled (or mishandled) a senior customer’s longtime CD […]

ATTORNEY NEWSLETTER The Terrible Danger of Caregiver Overdosing A silver picture frame is missing, a gold bracelet is gone, bank accounts hemorrhage cash, a frightened senior suddenly changes her Will. Talk to anyone who’s hired a caregiver for an older loved one – theft and abuse are always a worry. […]

ATTORNEY NEWSLETTER Watch Out for Stockbroker Fraud If You’re a Victim, We Can Help Unscrupulous stockbrokers prey on seniors in particular. After all, seniors hold 1/3 of the nation’s wealth. And stockbrokers are looking for commissions; they don’t earn much if seniors clip coupons off municipal bonds.  Some brokers will […]

ATTORNEY NEWSLETTER Overmedicating Nursing Home Residents Overmedication of nursing home residents is a real danger. A recent study concluded that nursing homes administer unnecessary antipsychotic drugs to 179,000 patients every week. These powerful drugs are designed to treat serious mental conditions such as schizophrenia and bipolar disorder; they are not […]

ATTORNEY NEWSLETTER Be Wary of Variable Annuities Don’t Be Blindsided In Your Search For Higher Returns In our current low-interest rate environment, insurance agents and retirement planners push variable annuities as a way to get more bang for your buck when it comes to retirement savings. Be very careful.  These […]

ATTORNEY NEWSLETTER Learn to Watch for Signs of Elder Abuse Stay Alert: Protect Yourself and Loved Ones Elder abuse comes in many forms from many corners. Seniors are vulnerable to financial elder abuse, abandonment, physical abuse, nursing home abuse, sexual abuse, and emotional/psychological abuse[1].  Our San Francisco and California elder […]

ATTORNEY NEWSLETTER Financial Elder Abuse Strikes in San Mateo County An East Palo Alto man was recently charged with check fraud and financial elder abuse of a 74- year-old county resident. [1]  The story reveals just how vulnerable seniors can be and how fast a criminal can prey on an […]