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Category: identity theft

Social Security Number

Posted in asset protection,identity theft on March 16, 2022

Some wealthy relative has asked for your Social Security number for their Trust.  Do you give it to them?  The answer is no.  Social Security numbers are not necessary in order to be named as a beneficiary in a Trust or a Will.  Your Social Security number is confidential. Someone can steal your number in various ways.  Stealing wallets, personal… (Keep reading)

IRS Scams – Part 2!

Posted in Firm News,identity theft,IRS,phishing,scams,tax planning,taxes on August 16, 2016

Each year, the Internal Revenue Service releases a list of the worst tax scams. These scams peak at tax season, but they happen all year round. Here’s a roundup of some of the fraudsters’ favorites. Identity theft, phone scams and “phishing” are listed as the top three forms of scams. Identity theft, of course, is… (Keep reading)