Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Internet Scams Targeting the Elderly April 6, 2018 by Evan H Farr, CELA, CAP Q. My Aunt Julie was recently the victim of tax-related fraud. She explained what happened and I knew right away that it was a scam targeting the elderly. Someone claiming to be from the IRS called her and told her that she owed … [Read more...]