by Nanette Duffey | Oct 6, 2026 | Divorce, Insights, Legal Documents, Paperwork, Real Estate, Retirement
If you have experienced a divorce, remember that the decree itself is a starting point and not the finish line for dividing assets gained during the marriage. Titles, retirement accounts, and tax filings remain at risk until the decree is executed. A signed judgment...
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 | Mar 17, 2026 | Insights, Taxes
For affluent households or high-net-worth individuals with diverse income streams that lack automatic tax withholding, such as non-employee earnings, rental property profits, partnership distributions, or trust income, quarterly estimated payments become an...
by Nanette Duffey | Feb 24, 2026 | Financial Partners, Insights
In today’s fast-paced world, managing finances can feel like juggling flaming torches, especially for high-net-worth individuals with sprawling portfolios. Multiple bank accounts, investment holdings, rental properties, and diverse income streams create a web of...
by Nanette Duffey | Feb 10, 2026 | Insights, Taxes
In the complex lives of high-net-worth individuals, annual tax preparation frequently feels like a high-stress puzzle. A Daily Money Manager (DMM) empowers you by expertly handling routine tasks and providing delegation that brings peace of mind. For executives, trust...
