Yearly Archives: 2022

ATTORNEY NEWSLETTER Deferred Annuities Are Complicated, Long-Term Insurance Policies Commissions, Fees And Surrender Penalties Erode Returns Replacements And Exchanges Of Contracts Can Be Costly Evans Law Firm, Inc. generally recommends against certain types of deferred annuities for older consumers because these complex, expensive insurance policies may tie up a senior’s […]

ATTORNEY NEWSLETTER Craigslist Caregiver Allegedly Stole From 89-Year-Old Unauthorized Checks And ATM Withdrawals Allegations of Financial And Physical Abuse References and background checks of persons hired as in-home caregivers are essential steps when a senior needs in-home care.  The risks of what can go wrong when a total stranger enters […]

ATTORNEY NEWSLETTER Redirected Annuity Payments $120,000 In Unauthorized Withdrawals Two-Year Sentence And Restitution Financial powers of attorney (POAs) grant full authority over a person’s financial affairs and a medical power of attorney, known in California as an Advance Health Care Directive (AHCD) grants authority over all medical decisions and health […]

ATTORNEY NEWSLETTER $87,000 In Cash In Attic Filing Cabinet Missing Jewelry Pawned By Caregiver Caregiver In Home For Six Months Cash, jewelry, checks, and other valuables can vanish whenever a stranger enters an elderly person’s home.  The risk is particularly high if the stranger, like a caregiver, has access for […]

ATTORNEY NEWSLETTER Trustee Standard Of Duty Demands For Information And Accounting Removal And Enhanced Remedies  Trusts are used by many people, especially seniors and dependent adults, as important tools for managing and protecting assets and estate planning following death.  Sometimes the individual creating the trust (known as the settlor) serves […]

ATTORNEY NEWSLETTER Incidents Of Abuse Of Nursing Home Residents Growing Dementia Patients At Highest Risk Of Abuse And Neglect Financial Exploitation Of Nursing Home Residents Seniors are vulnerable to all sorts of abuse and neglect whether at home under the care of others or in assisted care or skilled nursing […]

ATTORNEY NEWSLETTER Altered Checks Discovered By Victim’s Daughter  Allegedly Stole Over Two-Year Period Deposited Altered Checks Into Her Own Account Given the potential for abuse, a licensed and bonded professional fiduciary is probably the optimal choice when a senior or dependent adult needs help with checking writing and bill paying […]

Lawdragon recently recognized San Francisco Financial Fraud and Elder Abuse attorney Ingrid M. Evans of Evans Law Firm, Inc. as one of their 2022 Leading Plaintiff Consumer Lawyers in the United States. This list features the top 500 lawyers nationwide that represent plaintiffs individually or through class actions in consumer […]

ATTORNEY NEWSLETTER Indexed Annuities Are Complex Insurance Policies Indexed Annuities Are Not Direct Fund Investments Surrender Charges, Fees And Return Calculations Indexed annuities are a particularly complicated variety of deferred annuities.  Despite the tile of this product and the various “funds” or “buckets” you may be offered to allocate your […]

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© and High Point© Products Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High Point 365 ©, and Nationwide High […]