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Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for June, 2013

Return Preparer Fraud: IRS issues guidance

by Antoinette Bone on Jun 11, 2013 Posted on Our Blog

This is a memo from the IRS providing guidance on how to treat this issue when it arises. http://www.irs.gov/pub/foia/ig/sbse/igm_sbse_05-0612-035.pdf

The Digital Afterlife

by Antoinette Bone on Posted on Our Blog

This is a topic on which I have previously written.  It keeps coming up because there is no uniformity across the states on gaining access to online accounts once someone passes away.  Virginia has made it easier for parents to gain access to online accounts of their deceased minor children.  The Uniform Law Commission is […]

Estate Planning Red Flag: You don’t have a Will

by Antoinette Bone on Jun 3, 2013 Posted on Our Blog

Regardless of a person’s age, health and net worth, a Will is essential in determining what happens to his or her children and wealth after death. This article explains that a Will can name a guardian and ensure that assets are distributed according to the decedent’s wishes. It also points out that having a Will […]