Tag Archive for "financial" | Davis Law Group, P.C.

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...

January 6, 2021

Douglas Davis

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Estate Planning & Administration

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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...

December 10, 2020

Douglas Davis

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Davis Law Group

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130

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...

May 13, 2020

Douglas Davis

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Estate Planning & Administration

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352

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with...

February 14, 2020

Douglas Davis

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Davis Law Group

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809

Tag Archives: financial

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.

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.

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.

Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season.

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