Category: Elder Financial Abuse

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Dementia Sufferers At High Risk Abuser Targets Dementia Patient’s Real Estate Caregivers, spouses, boyfriends or girlfriends, insurance agents, financial advisors, trustees, conservators, and persons acting pursuant to Powers of Attorney can all be financial predators. Complete strangers can be abusers too. […]

ATTORNEY NEWSLETTER Cash, Checks, and Caregivers The Danger of Checking Accounts in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s cash, bank accounts, important papers and other valuables if you don’t take precautions to prevent such access. Greedy caregivers strike quickly and one of their schemes […]

ATTORNEY NEWSLETTER How Do Income Riders Work? Are They Worth It? Our lawyers recommend you avoid annuities, especially if you’re a senior. Be particularly wary when an agent tries to sell you annuities with “enhanced” features like income riders. Income riders, often sold as “Guaranteed Lifetime Withdrawal Benefits” or “Guaranteed […]

ATTORNEY NEWSLETTER Understanding How Fixed Annuities Work Insurance Policies Not Investments Do Not Be Rushed Into A Fixed Annuity Insurance agents are already using the big Dow drop to push the “safety of fixed annuities. Don’t buy it, because that is not the entire story. Our lawyers recommend avoiding annuities […]

ATTORNEY NEWSLETTER Checks, Cash, Credit Cards, and Caregivers The Danger of Checks and Important Papers in Easy Reach Preventing Caregiver Theft In-home caregivers have access to a senior’s checks, cash, jewelry, silver, ATM and credit cards, bank accounts and important papers unless you keep them out of reach. In one […]

ATTORNEY NEWSLETTER Verify You’ve Named The Beneficiaries You Want Outdated Beneficiary Designations Can Cause Problems Keeping beneficiary designations current on life insurance policies, annuities, bank accounts, CDs and IRAs might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 […]

ATTORNEY NEWSLETTER Financial Elder Abuse Can Strike Any Senior Isolated Seniors Are Most At Risk Everyone of us is potentially a victim of financial fraud. A higher percentage of seniors suffer more incidents of financial abuse or fraud and the highest percentage of victims of financial exploitation is isolated seniors.  […]

ATTORNEY NEWSLETTER Resist The Annuities Sales Pitch Annuities Are Unsuitable Retirement Investments SECURE Act Will Not Protect Consumers The lawyers at Evans Law Firm, Inc. recommend against annuities especially for seniors, because commissions, fees and surrender penalties reduce returns and make it expensive to get your money out if you […]

ATTORNEY NEWSLETTER Caregivers and Financial Elder Abuse Caregiver Accused of Stealing Jewelry And Cash From Several Elderly Patient Preventing Caregiver Theft In-home caregivers have access to a senior’s jewelry, silver, ATM cards, cash, bank accounts and important papers unless you keep them out of reach. Greedy caregivers strike quickly and […]

ATTORNEY NEWSLETTER Challenging Invalid Trusts and Trust Amendments Trusts, Trust Amendments, And Financial Elder Abuse Schemes Persons Disinherited By Allegedly Invalid Amendments Can Sue California law is now clear that a person disinherited by a trust amendment has standing to challenge the validity of that amendment in Probate Court. In […]