Category Archives: Elder Law

Tax Scam Phone Calls

With tax time fast approaching, there are more and more reports of telephone scams involving people claiming to be from the IRS and demanding payment of money over the phone.

The IRS has a list of scams on their website, including the most recent telephone one.

As they point out:

Note that the IRS will never: 1) call to demand immediate payment, nor will the agency call about taxes owed without first having mailed you a bill; 2) demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe; 3) require you to use a specific payment method for your taxes, such as a prepaid debit card; 4) ask for credit or debit card numbers over the phone; or 5) threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.

It is important to be vigilant and to let your aging relatives (who can be particularly vulnerable) know to ignore these calls. The callers often disguise their telephone numbers to make it look like they are calling from the IRS, and they may even know personal information about the person they are calling.

If you or a relative receive one of these phone calls and want to verify that it was not the IRS calling, you can reach out to the IRS at the contact information found on their official website. DO NOT call the phone number left by the supposed “IRS agent,” no matter how urgent they claim the call to be.

Read the Fine Print!

I’ve run into a couple of situations recently where clients received mail that looked “official” but turned out to be a company trying to make my client pay for something that they could get for free. The first was an unsolicited mailing from a company offering to help my client transfer some stocks after her… Continue Reading

Where is your will?

In the “old days” lawyers used to keep their clients’ Last Wills in their offices. Lawyers tended to stay in their practices for decades, and people didn’t move as often as they do now. It also made it so that the client’s heirs had to go back to that attorney when the client passed away,… Continue Reading

Happy Health Care Decisions Day!

April 16th is National Health Care Decisions Day.  While some of the seemingly fake holidays can make one roll their eyes, others, like Health Care Decisions Day (and Be Kind To Lawyers Day) are valuable reminders to pause and take care of important business. We are all in charge of our own health care decisions… Continue Reading