Tag Archives: nc

Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...
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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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SuAnne Hardee Bryant Admitted to North Carolina State Bar

As of December 17, 2020, Davis Law Group attorney SuAnne Hardee Bryant has been admitted to the North Carolina State Bar.

This means DLG is now serving clients in Northeast North Carolina and across the state.

SuAnne has been practicing law in Virginia for decades...
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