Modera Wealth Management
Modera Wealth Management

Tax Scams: The “Dirty Dozen” to Avoid

For some old movie buffs out there, the “Dirty Dozen” might harken back to the famous 1967 war movie. But there is another dirty dozen that requires watching and that is the Internal Revenue Service’s “Dirty Dozen” list of potential tax scams.

2022-04-01T15:20:18+00:00Good to Know|

Decanting a Trust

Irrevocable trusts are very difficult to modify even if the changes are in the beneficiary’s best interest. So what happens if things change and you need to amend it?

2021-10-22T12:53:52+00:00Good to Know|
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