Category: Elder Financial Abuse

ATTORNEY NEWSLETTER Contracts Carry High Expenses And Fees Surrender Charges Make It Costly To Exit Risk Of Insurer Default 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 money for years and impose […]

ATTORNEY NEWSLETTER Couple Uses Power Of Attorney To Steal Authorities Alleged $117,000 In Suspicious Transactions Unauthorized Purchases And Cash Withdrawals Financial powers of attorney (POAs) grant full authority over a person’s financial affairs. Medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority over […]

ATTORNEY NEWSLETTER All Seniors At Risk Of Financial Elder Abuse Protecting Seniors From Dishonest In-Home Caregivers Have A Plan And Stay Involved In Older Loved Ones’ Lives Older Americans and their families lose more than $3 billion annually as a result of financial elder abuse according to the National Institute […]

ATTORNEY NEWSLETTER Powers Of Attorney Grant Broad Authority Examples Of How That Authority Is Misused Legal Remedies For POA Misuse Financial powers of attorney (POAs) grant full authority over a person’s financial affairs, and medical powers of attorney, known in California as an Advance Health Care Directives (AHCDs), grant authority […]

ATTORNEY NEWSLETTER Accountant And Financial Advisor To Elderly Alleged Misrepresentations Regarding “Safe Investments” Many Victims Lost Retirement Savings Any American can be a victim of investment fraud but older investors are particularly vulnerable to fraud.  Financial predators may target older investors with high-yield ventures, seizing on senior anxiety about the […]

ATTORNEY NEWSLETTER “Retirement Counseling” Sessions Be Wary Of Annuity Sales Soon-to-retire federal employees in San Diego and throughout California should use caution if they receive a flyer or see a poster for a “counseling session”, “workshop” or seminar. Before you take up any of these invitations, you should understand what […]

ATTORNEY NEWSLETTER Used Power Of Attorney Over 88-Year-Old Client’s Finances Transferred Victim’s Money To Himself And His Wife Took Money From Estate After Elderly Woman Died So many times we read that financial elder abuse is perpetrated on a senior by someone, like a caregiver, who is new to the […]

ATTORNEY NEWSLETTER Unauthorized Use Of Debit Card Caregiver Employed By Home Care Agency Pursuing Civil Remedies Unauthorized purchases on the credit or debit cards of elderly persons is a common form of financial elder abuse by dishonest caregivers or others who gain access to a senior’s cards.  It may be […]

ATTORNEY NEWSLETTER Legislation Effective January 1, 2023 Additional Protections For Senior Citizens The attorneys at Evans Law Firm, Inc. fight for the rights of individuals, especially the elderly, against unfair or illegal treatment and exploitation by others.  Based on our experience we know firsthand that all seniors, male or female, […]

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 fixed indexed annuities in California under the trade names Nationwide New Heights©, Nationwide High […]