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Help prevent financial scams aimed at older people
June 2024
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 257
Abstract: No matter the season, scam artists look for new victims. They often attempt to use phone and email scams to pick the pockets of older people, trying to steal money and financial data. This article offers seven ways to help prevent elder financial abuse and fraud.
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Ensuring your year-end donations are tax deductible
December 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 257
Abstract: Many people decide to make donations at the end of the year. When doing so, it’s important to know the rules about whether such contributions will be considered tax deductible for 2017. This brief article discusses two important concepts: delivery dates and qualified charities.
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Estate Planning Red Flag – You’re recording your will signing on video
January / February 2016
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 257
Abstract: Some people make video recordings of their will signings in an effort to create evidence that they possess the requisite testamentary capacity. For some, this strategy may help stave off a will contest. But this brief article explains why, in most cases, the risk that the recording will provide ammunition to someone who wishes to challenge the will outweighs the potential benefits.