Recent Posts by Douglas Davis

How to Financially Protect a Loved One Facing Incarceration

It is natural to want to protect our loved ones no matter what.

But when a loved one is facing incarceration it can be difficult to see how you can help provide a prosperous future for them. Unfortunately, this event will forever change your loved one’s life, but with the right planning, you may still be...
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What Is a Medallion Signature Guarantee, and Do I Need One?

Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand medallion, signifying a level of greatness few attain.

However, that is far from what this guarantee means. An MSG is a unique tool used to protect the transfer of certain accounts and property from fraudulent transfers and is often required during the...
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How Refinancing a Property Can Affect Your Estate Plan

The mortgage business is booming in Virginia!

Historically low interest rates have created an environment with homeowners scrambling to refinance their home loans at these low rates. Even a few tenths of a percentage point of interest over thirty years can make a massive difference in the amount of interest that is ultimately paid on a...
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