WATCH OUT FOR SCAMS
Senior Citizens are
prime targets for Scammers. Here are some real life examples:
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Question:
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Category: Probate, Trusts, Wills & Estates
Location: NJ
Subject: paying tax from a decedents estate
i need to pay a currency tax on a large estate i inherited in order to
wire the funds to my account. i do not have the $ for the tax. since i
am the beneficiary, can i debit my late relations account? this is an
international matter, than.
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Reply:
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Category: Probate, Trusts, Wills & Estates
Location: NJ
Subject: Re: paying tax from a decedents estate
STOP. THIS IS A SCAM!
No legitimate inheritance would require any payment from you.
Immediately call your Estate Planning attorney and your local police.
Do not give the scammers any information about you, your bank accounts,
your address or telephone number.
This is very serious!
I hope this helps!
Ron Cappuccio
Watch Our for Phony Financial Advisers
The CFP Board has published an
on line guide to avoiding Financial Planning FRAUD. Call
Ronald J. Cappuccio, J.D., LL.M.(Tax) at (856 ) 665-2121 to
discuss any prospective financial adviser, planner and insurance
salesperson.
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