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
I often hear people say they don’t need an estate plan because all of their assets are held jointly with their spouse or with one or more of their children. Although this seems
Until recently we didn’t worry too much about inherited IRA’s because they have always been protected from creditors, predators and some marital claims. That recently changed when the Supreme Court decided Clark v.
An important part of any thorough estate plan is the preparation of a Durable Power of Attorney. This document allows someone you designate to represent you and act on your behalf to deal
Finding the right attorney to assist you in designing an estate plan can be a daunting task. Some people believe that every attorney is capable of providing competent counsel and others shop for
The administration of an estate is often characterized by confusion due to the lack of proper estate planning. Unfortunately this occurs at the worst possible time when a loved one has died and
[dropcap4 variation="red"]I[/dropcap4]t is not often that we have the ability to eliminate capital gains tax on the transfer of an appreciated asset, obtain income for life and the life of our spouse, and
Presented by: Doug W. Davis, Davis Law Group, and Robin W. Tull Jr., CFP, Tull Financial Group The Chesapeake Regional Health Foundation will be hosting an educational seminar on Estate Planning. We invite
I previously posted a two part series entitled “The Transfer of Title and Sale of Real Estate after Death” which can be found here: PART I and PART II. This has proven to be
- 1
- 2
