/Tag: santa monica accounting firm gumbiner savett

Estate planning strategies for married couples

By |2017-05-24T13:42:03+00:00January 27th, 2017|Categories: Estate & Trusts|Tags: , , , |

It’s crucial to review and update your estate plan in light of significant life changes or new tax laws. It’s equally important to be aware of strategies that can be implemented after your death to achieve your estate planning goals. The flexibility postmortem strategies provide is especially important during times of estate tax law uncertainty, [...]

“Ghosting”— Another form of identity theft

By |2020-06-05T18:58:11+00:00January 5th, 2017|Categories: Business Advice|Tags: , , , , , |

Criminals are taking identity theft to the next level by exploiting the identities of the deceased and leaving their families to deal with the consequences. The tactic is called “ghosting”. Each year, thieves steal the identities of nearly 2.5 million deceased Americans to fraudulently open credit card accounts, obtain loans and tax refunds, and get [...]

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