Tag Archives: inheritance

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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Estate Planning for Every Family: 5 Scenarios

Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone.

But everyone’s Estate Planning needs are different and no two plans look alike. So today we’ve put together a few examples of how an Estate Plan...
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