Blog Archives

How to Get a Copy of an Old Tax Return

Ever go looking for a copy of an old tax return and can’t find it?  This happens frequently.  How?

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Why I Asked My Son to Give Me a Power of Attorney

Recently my son turned 18.  In Connecticut this is considered the age of majority.  In other words, he can make his own decisions.  Well, that’s what the law says.  However, he’s still living under my roof, so he’s got to

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$4 Billion in Estate Taxes not Paid…Yet!

Mr. Dan Duncan passed away in March of this year.  It is estimated his net worth was $9 billion, making him one of the top 100 most affluent people in the world.  A self-made man, he amassed his fortune in

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