Tag Archives: trust

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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Proactive Long-Term Medicaid Planning

As we head into the holidays this year, this season will likely look significantly different from years past.

Out of concern for older and high-risk family members, most families will probably celebrate apart, or at least with masks and proper social distancing. For family members in nursing homes and other health care facilities, the isolation can...
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How Refinancing a Property Can Affect Your Estate Plan

The mortgage business is booming in Virginia!

Historically low interest rates have created an environment with homeowners scrambling to refinance their home loans at these low rates. Even a few tenths of a percentage point of interest over thirty years can make a massive difference in the amount of interest that is ultimately paid on a...
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