Tag Archives: financial

6 Critical Things You Should Have at Your First Estate Planning Meeting

If you are thinking about putting together an estate plan, it is important to consult with an attorney who is knowledgeable and experienced in this area of law.

Your initial meeting with an estate planning attorney is a good opportunity to discuss your family’s financial situation as well as your concerns and goals. If you are...
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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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Front Line Workers: Care for Yourself With an Estate Planning Prescription

To all front-line and “essential” workers: thank you for all of your hard work—day in and day out.

You tirelessly give of yourself to care for some of the most vulnerable people in our society. Whether you are caring for them in a hospital, therapy room, or patient’s home or maybe you are stocking grocery shelves...
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