by Nanette Duffey | Sep 22, 2026 | Estate Planning, Insights, Legal Documents, Paperwork, Travel
Have you thought about the vital documents that you or your heirs might need later in life? Do your heirs know where they’re located? Do you? Thinking ten years ahead and preparing for probable scenarios is good practice for minimizing financial surprises. Documents...
by Nanette Duffey | Mar 31, 2026 | Fraud Protection, Identity Theft, Insights, Taxes
In an era of rising tax-related identity theft, high-net-worth individuals face heightened risks from sophisticated scammers filing fraudulent returns using stolen Social Security numbers to claim refunds, potentially derailing legitimate filings and triggering IRS...
by Nanette Duffey | Sep 5, 2023 | Fraud Protection, Identity Theft, Insights
Have you heard about the massive data breach of Medicare and Medicaid participants’ information? If not, you’ll want to keep reading, learn about the potential impacts on you or your loved ones, and plan your next steps. Whether you or a loved one are on...
