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Pay On Death/Transfer On Death/Joint Ownership Pitfall

Dangers of using POD/TOD beneficiaries and joint ownership to avoid probate – you leave nothing in the estate or trust for the Personal Representative/Trustee to pay funeral expenses and other expenses of administration. A recent estate came in with this problem. If the PR/Trustee was the person receiving the POD assets, it would have been […]

Scams involving the IRS

Here is some valuable information from LISI Income Tax Planning Newsletter #191 (February 5, 2020) at “A frequent scam relates to calls and other communications that claim to be from the IRS.  Historically we could advise individuals to rest assured that the IRS only communicates via mail and any other form of contact should be considered a […]