Book Excerpt: Gimme Some Credit! By Judy Heft

Book Excerpt: Gimme Some Credit!

In my book, How To Be Smart, Successful, And Organized With Your Money, I devote an entire chapter to credit. I spent so much time on it because credit is such an important part of our lives; everything from getting a mortgage (or even getting approved for a lease), to… Continue Reading..

How To Be Smart, Successful, & Organized With Your Money

Each new day, as the sun begins its journey from Chesapeake Bay to the Golden Gate, stories are taking shape across our great country. The challenges we face are at once unique and universal: Protecting the people we love by providing stability and a sound legacy. In my book, How To Be… Continue Reading..
3 Implications of the Connecticut Uniform Power of Attorney Act By Judith Heft

3 Implications of the Connecticut Uniform Power of Attorney Act

On October 1st, the State of Connecticut put in force a new law governing powers of attorney (POAs) called the  Connecticut Uniform Power of Attorney Act. The Act attempts to clarify certain things that were unclear under the prior law, but any powers of attorney made prior to its passage… Continue Reading..

Tax Fraud, Identity Theft and the IRS

Tax Fraud Alert: Recently reports have begun to trickle in about taxpayers receiving IRS Letter 5071C. Letter 5071C is a standard letter issued by the IRS when it needs taxpayers to confirm personal information. If you receive Letter 5071C, there will be contact information for the agency’s new Identity Verification… Continue Reading..