fbpx

How To Avoid A Holiday Charity Scam?

Over the past few weeks I have covered elderly scams and romance scams, but this one could hit one of your family members over the holidays… Last year, a New Jersey couple launched a fundraiser for a homeless man.  Donations poured in as hearts were ripped out about this tear-jerking story.  We see charitable causes all the time that pull the purse strings of our wallet, especially during the holidays. The story of the homeless man and the $400,000 GoFundMe money unraveled and we learned about the money that completely disappeared.  Everyone behind the GoFundMe campaign was playing America, but inevitably, they were outed. As we approach the season to be jolly, here are some tips on how not to get scammed when giving to charity. Start with the IRS – Yes, the IRS.  The IRS website has a Tax Exempt Organization Search you can use to see if the charity is in fact a legitimate organization.  Remember, you want ...

Read More →

10 Estate Planning Mistakes to Avoid

All too often, new clients come in, and we discover that they have been complacent about the need for proper estate planning.  They think they are either too young or too old, they are of modest means, or an estate plan is unnecessary.  Plus, no matter how much you think your family loves one another, people are greedy when it comes to money. When assets come into play, no estate plan, or a poor one, can cause issues or allow property to fall into the wrong hands. Here are 10 mistakes that, if avoided, will smoothly transfer your estate. Not having a Will or, in the alternative, a living trust – Without a main vehicle to drive the estate, the probate court has to get more involved. Focusing solely on taxes – Under current tax law, most people will not hit the estate tax limits, so taxes do not have to be the driving decision maker. Naming the wrong executor/agent/trustee ...

Read More →

5 Mistakes To Avoid At Your High School Reunion

“Dude! I can’t believe it’s already been 10 years!” This is something I am starting to see a lot on my social media feed as I brace for my first high school reunion. I had mixed feelings about attending but in the end, $70 to spend a night hanging out at a country club with some old friends, reminiscing on old stories and having a few cold ones, sounded like a good time. Here are a few tips I am planning on following myself: DON’T overdress. You aren’t Justin Timberlake so don’t show up in a skinny suit and tie and act like it. It’s intimidating to others and makes you look more like a loser than a winner. And I hope you weren’t planning on going in a T-shirt and jeans…Did you want Best Looking 2004 to think you are a dish washer at the local Taco Mac? (if you are, well…its been 10 years, move on!). A simple ...

Read More →