-
posted on Thursday, January 23, 2025
Estate planning is a crucial process that ensures your assets are distributed according to your wishes, and your loved ones are taken care of after your passing. Trusts are versatile tools used in estate planning that cater to various needs and objectives.
Read more
-
posted on Wednesday, August 14, 2024
Customers often ask why they are required to obtain a Medallion Signature Guarantee on financial documents and why a notary is not sufficient. A notary validates identity and provides a witness to a signature, but a Medallion Signature Guarantee provides an additional level of security.
Read more
-
posted on Wednesday, July 31, 2024
It's not just about taxes and wills. In its broadest sense, estate planning is the process of accumulating, managing, and distributing property over the course of your lifetime. The goal is to protect your assets during your life and distribute them according to your wishes when you pass away.
Read more
-
posted on Wednesday, July 31, 2024
Learn about different options that are used to ensure your property and investments are passed down to your intended heirs.
Read more
-
posted on Wednesday, July 31, 2024
Wire fraud is a scheme that attempts to defraud or obtain money based on false representation or promises. It can occur in many different forms these days — from a phone call or an email to a text or social media messaging.
Read more