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It Is Important to Designate a Contingent Beneficiary for Your IRA

April 12th, 2016
A recent IRS private letter ruling highlights why it is important to designate a contingent beneficiary for your IRA in case the primary beneficiary predeceases you. Individual retirement accounts are an important part of many estate plans. By design… Read More
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Categories: Aging Issues, Current Affairs, Elder Law, Estate Planning, Succession, Taxes, Trust Funding, Weblogs, Will
Tags: Beneficiary, estate planning, IRA, IRS

New IRS Policy on Identity Theft

December 7th, 2015
Identity thieves do not content themselves with just taking out credit cards in their victims' names. They also often file fraudulent tax returns for refund checks. A new IRS policy should help victims figure out what happened. Imagine receiving… Read More
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Categories: Current Affairs, Taxes, Weblogs
Tags: Executor, Fraud, Guardian, IRS, Tax

Procrastinating on Filing Your 2012 Tax Return? Don’t Sweat It

March 1st, 2013
The IRS still needs time to prepare dozens of other forms and software programs for new and retroactive tax exemptions, credits, and other provisions tucked into the fiscal cliff bill, passed by Congress and signed by President Obama in early January… Read More
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Categories: Current Affairs, Estate Planning
Tags: IRS, Procrastination, Tax Return, taxes