Dave Ramsey’s Financial Peace University – Highlights

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28th Mar 2014

U.S. Savings Bonds Going Paperless

By : | Category : Attorney, banks, Estate Planning, Financial Planning, Lawyer, Living Trusts, Orange County, Tax Policy, Video | Comments Off on U.S. Savings Bonds Going Paperless

14th Apr 2012

Did you know that starting this year, paper savings bonds will no longer be sold at banks and other financial institutions?    Series EE and I electronic savings bonds can be purchased in “TreasuryDirect” accounts.  If you currently hold paper … more

Video: Powers of Attorney

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5th Nov 2011

Tompkins-Law.com

Video: Can I See My Credit Report?

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28th Oct 2011

  Tompkins-Law.com  Dwight Edward Tompkins Estate Planning Attorney  This blog is intended for informational and educational purposes only and is not intended as a substitute for legal advice from a qualified attorney in your jurisdiction. 

10 PHONE CALLS TO MAKE AFTER THE DEATH OF A LOVED ONE

By : | Category : Attorneys, banks, Beneficiaries, Estate Planning, Family Trusts, IRAs, Orange County, Retirement, Trustees | Comments Off on 10 PHONE CALLS TO MAKE AFTER THE DEATH OF A LOVED ONE

20th Apr 2011

When a family member passes away, there are several phone calls to make.  In each case, follow-up calls, meetings, and paperwork will probably be required. Also, the order of the calls may be different depending on the circumstances; however, the … more

THE REALITIES OF OFFSHORE ASSET PROTECTION

By : | Category : Assets, bank accounts, banks, Clients, Confidentiality, Financial Planning, Law | Comments Off on THE REALITIES OF OFFSHORE ASSET PROTECTION

9th Jul 2010

The days of moving money to an offshore account are gone — The United States is the only industrialized nation that taxes its overseas citizens, subjecting them to double taxation:   taxation in the US and in the country of residence.   … more