Category: Uncategorized

ATTORNEY NEWSLETTER Beware Annuity Sales Hype Always Think About Taxes Incomplete information may be worse than none at all, particularly when it comes to annuities and taxes. Tax deferral is a key component of sound retirement planning.  Insurance agents push annuities as the best tool for that deferral.  Resist that […]

ATTORNEY NEWSLETTER FINRA Cracking Down on Faulty Annuity Replacements Cracking Down on Exploitation The Financial Industry Regulatory Authority (FINRA) is looking closely at brokers guilty of churning their clients’ annuities. The churning (or replacements) resulted in heavy surrender charges, fees, and tax bills for the cheated clients. The California annuity […]

ATTORNEY NEWSLETTER Helping Senior Loved Ones in Marin County Every day, thousands of seniors suffer injury at the hands of acquaintances or people they know even better. Seniors in Marin County are targets and victims of financial elder abuse too.  The consequences of financial elder abuse in any form and […]

ATTORNEY NEWSLETTER Internal Revenue Service Whistleblower Awards Awards Now Based on Penalties Too The Internal Revenue Service (IRS) pays awards to people who provide specific and credible information to the IRS if the information results in the collection of taxes, penalties, interest or other amounts from the noncompliant taxpayer. For […]

ATTORNEY NEWSLETTER Financial Elder Abuse Comes From All Directions Financial elder abuse takes many forms and comes from many different directions. Thousands of seniors suffer injury at the hands of acquaintances or people they know even better.  Elder victims lose their life savings, pensions, and homes through these scams and […]

ATTORNEY NEWSLETTER False Claims Whistleblower Cases Awards Over ninety percent of all government recoveries for false claims made to the government for payments come from cases initiated by whistleblowers. Those whistleblower cases are brought under the False Claims Act, which allows private persons (known as “relators” similar to “whistleblowers”) to […]

ATTORNEY NEWSLETTER California Law Protecting Victims California’s Identity Theft Act Every two seconds, a consumer falls victim to identity theft. Thieves access bank accounts, credit cards, online payment services, and home equity lines of credit. Often, when the victim refuses to pay the fraudulent charge, the credit card company or […]

ATTORNEY NEWSLETTER What Duty Does An Agent Owe You? Putting You First A Recent Case Makes Headlines We at Evans Law Firm represent clients who have been harmed as the result of insurance agents who put their own interests before yours. We remain committed to holding agents and insurance companies […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Serious Cases Underreported A recent federal investigation by the Department of Health and Human Services disclosed that more than 25 percent of serious nursing home abuse incidents are never reported to law enforcement agencies. Unreported cases include cases where the nursing home resident’s […]

ATTORNEY NEWSLETTER Protecting You and Your Loved Ones From Scams Against Seniors Financial elder abuse takes many forms and comes from many different directions. Elder victims lose their life savings, pensions, and homes through these scams and are left struggling to pay bills. Sadly, many are left with little money […]