ATTORNEY NEWSLETTER Beware The Hype Annuities Are Complex And Dangerous To Your Pocketbook Annuities are complex, long-term insurance contracts, especially deferred annuities. Agents and carriers often sell inappropriate or unsuitable annuity contracts to consumers, especially seniors. Agents and companies pitch the annuities as sound retirement investments offering income security late […]

ATTORNEY NEWSLETTER Closed Bank Accounts Banks routinely close inactive accounts and our California Elder Abuse attorneys have seen this happen to seniors especially.  An account may have been opened years ago and forgotten or addresses changed. Banks close accounts due to inactivity over periods of time. When a bank closes […]

ATTORNEY NEWSLETTER  Senior$afe To Put a Halt to Elderly Abuse Each year approximately five million senior citizens fall victim to financial elder abuse in this country. The financial toll on older Americans is estimated by some at $30 billion annually.  The number of elder abuse victims and the financial loss […]

ATTORNEY NEWSLETTER Elder Abuse in Nursing Homes Resident Dumping California public interest groups are fighting a growing trend in nursing homes of sending Medi-Cal patients to hospitals and then refusing to allow them to return. This practice is known as “resident dumping.”  The Alameda County and California nursing home abuse […]

Unfortunately, fraud is very common and it is often not discovered until investors have experienced a substantial amount of loss. A California whistleblower attorney at Evans Law Firm can provide representation to those who have been defrauded in connection with financial products. The Securities and Exchange Commission (SEC) urges insiders […]

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 […]

Financial fraud is a pervasive problem and seniors are often the ones victimized by the perpetrators of that fraud. A California securities fraud attorney should be consulted to provide representation in circumstances where a senior has been the victim of any kind of financial fraud. An attorney can help seniors […]