6 Critical Things You Should Have at Your First Estate Planning Meeting
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...What to Do When You Inherit a Retirement Account
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.
There is no question that doing so can be a powerful way to reduce current income tax liability, increase savings exponentially tax-free, and, in most states, protect your savings from claims of creditors. And by and...Front Line Workers: Care for Yourself With an Estate Planning Prescription
