Category: California Financial Elder Abuse Attorney

ATTORNEY NEWSLETTER Many Victims Lose Retirement Savings Other Victims Have Homes At Risk Of Foreclosure Advisor’s Abusive Scheme Continued For Years Financial elder abuse takes various forms and in many cases can be financially devastating for seniors; financial elder abuse also takes a toll on a senior’s health with victim’s […]

ATTORNEY NEWSLETTER Home Health Aide For 90-Year-Old Arrested Allegedly Used Debit Cards For $26,000 In Unauthorized Purchases Victim’s Family Alerted Police Of Suspicious Card Activity Dishonest caregivers with access to credit cards and debit cards of their elderly patients may quickly use the cards for unauthorized purchases and withdrawals.  Greedy […]

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© Products J.P. Morgan MOZAIC I and MOZAIC II Investment Strategies Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues various types of deferred annuities throughout the State of California.  Nationwide’s deferred annuity products […]

ATTORNEY NEWSLETTER Elderly Victim Suffers From Lou Gehrig’s Disease Caregiver Accused Of Choking Victim Stolen Cash And Other Abuse Allegations Physical abuse or neglect of an elder is often coupled with financial abuse, as the allegations in one reported case, discussed below, reveal.  Greedy caregivers, intent on stealing a senior […]

ATTORNEY NEWSLETTER Policies Make It Expensive To Get Your Money Back Loss Of Investment Control In Changing Markets Returns Eroded By Commissions, Fees And Administrative Costs Deferred annuities are long-term insurance contracts which require you to lose control over your investment, and some annuities may earn little to no interest.  […]

ATTORNEY NEWSLETTER Altered Checks And Forgeries Alleged In Complaint Checks Bounced For Insufficient Funds Unauthorized Use Of Debit Card Alleged We cannot emphasize strongly enough how important it is to keep checks, ATM/Debit cards, and cash away from caregivers or other strangers who enter a senior’s home.  Nor can we […]

ATTORNEY NEWSLETTER Misuse Of Power Of Attorney Over Annuity Six Unauthorized Withdrawals Totaling $120,000 Two Years In Prison And Restitution Individuals with powers of attorney (POAs) for someone else have full legal authority over that person’s financial affairs, unless the instrument limits their power in some way.  The scope of […]

ATTORNEY NEWSLETTER Nationwide Life and Annuity Insurance Company Annuities Nationwide’s New Heights© Products J.P. Morgan MOZAIC I and MOZAIC II Investment Strategies Nationwide Life and Annuity Insurance Company, part of the Nationwide Mutual Insurance Group, issues various types of deferred annuities throughout the State of California.  Nationwide’s deferred annuity products […]

ATTORNEY NEWSLETTER Downsides To Indexed Annuities Surrender/Withdrawal Penalties, Commissions And Fees Participation Rates And Caps Whenever an insurance agent or financial advisor of any kind suggest an indexed annuity for you, be wary, especially if you are retired or nearing retirement.  Evans Law Firm, Inc. generally recommends against deferred annuities […]

ATTORNEY NEWSLETTER Elder Abuse Comes In Different Forms Looking For Signs Of Neglect And Abuse Safeguarding Older Loved Ones From Abuse And Neglect Elder abuse can be physical, emotional, financial, and verbal; neglect and abandonment are also forms of elder abuse. The National Council on Aging says up to five million older […]