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The IRS "Dead End": How Refunds Escape the Digital Void in 2026
PUBLISHED: MAY 2026 | TAX POLICY & ESTATE PLANNING As of September 30, 2025, a seismic shift occurred in American fiscal policy. Following Executive Order 14247, the IRS began its formal phase-out of routine paper refund checks. We moved into a "digital-first" era, where pixels replaced paper. But what happens when the digital trail goes cold? Specifically, what happens to the refund of a taxpayer who passes away before the money hits their account? There has been much concer
Anna Jerden, Esq.
May 7
2 min read
10 Essential Steps to Safeguard Your Digital Assets in Your Estate Plan
In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...
Anna Jerden, Esq.
Mar 17, 2025
3 min read
Legal Options for Creating a Trust as an Undocumented Immigrant
Creating a trust can be an important estate planning tool for anyone wanting to manage their assets and ensure proper distribution after...
Anna Jerden, Esq.
Feb 3, 2025
6 min read
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