Revocable or Irrevocable? Which is Better for Your Situation?

A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heir... Read More »

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What is a Medallion Signature Guarantee and When Would 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. Ho... Read More »

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Choosing a Corporate Trustee

Making plans for your money and property after you pass away is not the most exciting thing to do. It involves thinking about situations that may caus... Read More »

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