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Trustee Liability Coverage
Should you choose an individual trustee (usually a close friend or family member), an independent agent, or a corporate entity to handle...
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- Feb 3
- 1 min
Cannabis' Unique Business Dilemmas
With the demand for cannabis increasing across the U.S.A., many businesses have been created in more than half the states that have...
- Feb 3
- 1 min
Upstream Gifting Estate Planning
Leverage unused Estate Tax Exemptions to achieve a step-up in the cost basis of your assets. Gift highly appreciated assets to...
- Feb 3
- 1 min
Protect Your Children’s Identity
Protect your identity (and your children’s) when you travel. Traveling without the right information can unknowingly place yourself and...
- Feb 3
- 1 min
FTC Report on Fraud and Scams
The FTC took in 3.1 million reports from consumers, including Fraud 1.5 million and Identity theft 444,383, totaling $1.6 billion lost to...
- Feb 3
- 1 min
BEWARE OF STORE BOUGHT GIFT CARDS
We are all too smart to fall for the use of gift cards as a tactic used by scam artists when pressuring people to pay off tax, utility...
- Feb 3
- 1 min
Document Quagmire -- Get Organized Now!!
With tax season almost behind us, this is the right time to think about what you should be setting up in your home file drawers and on...
- Feb 3
- 2 min
Where Would You Live?
The question of where to move to is fraught with so many variables that decisions are punted down the road. Inconclusiveness leads one to...
- Feb 3
- 1 min
Who's Responsible for Financial Matters?
Are you responsible for financial matters in your household? Have you organized and educated your spouse, significant other or another...
- Feb 3
- 1 min
Scam - Spoofing Phone Numbers
Our antennae is raised every time there is a phone call coming in from an unidentified number. But what if the number is recognizable?...
- Feb 3
- 1 min
Inherited Beneficiary IRAs Incongruity
One item related to beneficiary IRAs is so unfair. It personally impacted us when my wife inherited her father's IRA. So I wrote a letter...
- Feb 3
- 1 min
Freeze Your Credit For Free
Great news on freezing your credit for free. Also, parents need to pay attention to the credit records of their young children, something...
- Feb 3
- 1 min
IRS Breaks Up Phone Scam
Great work bringing criminals to justice. Remind anyone who you know is susceptible to scams... the IRS does not call and does not...
- Feb 3
- 4 min
When to Start Social Security Benefits?
Do you know when you will start taking your social security benefits? You can do this starting at age 62, though many an article has been...
- Feb 3
- 1 min
Tell Me You Froze Your Credit
How many of you have put a freeze on your Equifax, Experian and TransUnion credit reports? It has been almost a year since we learned of...
- Feb 3
- 1 min
Too Close To Home - Your Router
We have all been following the computer hacks of prominent companies and the implications of our personal data housed by those companies....
- Feb 3
- 1 min
Understanding 20% Business Income Deduction
One of the most complicated changes in the new Tax Act passed in Dec 2017 was to the taxation of partners and shareholders in...
- Feb 3
- 1 min
Pension Payments with Life Insurance Policy
What does life insurance have to do with your pension payments? If you are nearing retirement and are in a pension plan, you will have to...
- Feb 3
- 1 min
How the Elderly Lose Their Rights
This is an amazingly eye opening article. Scary, depressing, but one that should wake up children of elder parents to seek competent...
- Feb 3
- 1 min
How a Phony Online Boyfriend Scammed a 75-Year-Old Widow Out of $1 Million
Fraud and scams find many victims every day. Particularly vulnerable are the elderly who may be hard of hearing, have memory loss or are...
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