Yearly Archives: 2017

ATTORNEY NEWSLETTER Why You Should Think Twice About Annuities Annuities Annuities are a hot topic these days as one of our largest generations ages into retirement. The big question that they seem to have is: how do I ensure that I will not outlive my money? That is, how do […]

ATTORNEY NEWSLETTER Abuse A Growing Crime Against Elders Abuse By The Numbers To think of one elder being abused is gut-wrenching, the total numbers even more so. Elder abuse has become an epidemic in this country. The number of elders being abuse is estimated at around 2.5 million every single […]

ATTORNEY NEWSLETTER Holistic Retirement Planning Planning for Tomorrow Twenty-first Century life is ever more caught up in the moment; it’s a Snapchat/Instagram world shared in a succession of moments. But the moments add up to hours and days and years, the years to decades. Before you know it, you’re caught […]

ATTORNEY NEWSLETTER Big Commissions on Unsuitable Annuity Exchanges FINRA Cracking Down Annuity salesman love to promote annuity exchanges, urging clients to swap one annuity for another. Big commissions incentivize salesmen for deals unsuitable to clients. For years, the Financial Industry Regulatory Authority (FINRA) has warned investors about the risks of […]

ATTORNEY NEWSLETTER IRS Whistleblower Reveals Hedge Fund Tax Fraud Massive Tax Fraud and Multiple False Claims Tax fraud ranges from cheating on a 1040 to massive tax avoidance schemes, often offshore, amounting to the tens of millions. One whistleblower (also known as a “relator” under some statutes) has blown the […]

ATTORNEY NEWSLETTER Health Care Fraud At Its Ugliest Sometimes stories of fraud just stop you in your tracks. This is one such case. Recently, state authorities rescued 60 residents of a nursing home after their food ran out and trash piled up. Food and services bills hadn’t been paid. Resident […]

ATTORNEY NEWSLETTER Financial Elder Abuse in The Construction Industry Thieving Contractors Target Seniors Authorities recently arrested a trio of building contractors in Santa Rosa in Sonoma County accused of stealing close to $1 million from a variety of clients. Included in charges against the three are counts of elder abuse. […]

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information is worse than none at all, particularly when it comes to annuities and taxes. The attached article is an example of incomplete sales talk; the salesman leaves out the most important component of sound retirement planning: tax deferral. […]

ATTORNEY NEWSLETTER The Growing Problem of Financial Elder Abuse Financial Elder Abuse Financial elder abuse is a growing problem in our backyard of Los Angeles, California and across the country as well. Even just the numbers are shocking. For instance, it is estimated that around 5 million seniors are the […]

ATTORNEY NEWSLETTER Protecting Your Interests F is For Fiduciary When we at Evans Law Firm use the “f word” we mean fiduciaries. Fiduciaries are those we trust to advise us about our money. In “Other People’s Money,” Justice Brandeis observed there are few duties stricter. Justice Cardozo wrote that fiduciaries […]