The slogan "it's refund season" is not lost on millions of Americans this time of year. The anticipation of a refund from the federal government causes scores of people to file their income tax returns. After all, a tax refund check is arguably the largest...
Month: March 2016
Preventing IRS scams more difficult with third-party collectors
Last week, we wrote that IRS-related tax scams have risen by 400 percent this year. In response to the high rate of scammers claiming to represent the IRS, the real IRS has been trying to educate the public about what the agency's actual protocols are for collecting...
Recent Blog Post
Even a fortune can disappear without sound estate planning
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
Broad, measured thinking out of the box promotes sound estate planning
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Remarrying couples unquestionably need to focus on estate planning
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
View More Blog Posts