How to Talk to Mom and Dad about Creating an Estate Plan

Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this subject can be particularly difficult for parents and their adult children. Adult children may avoid bringing up the topic because they do not want to think about their parents’ mortality, and they may […]

Choosing a Corporate Trustee

how to choose 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 cause feelings of fear and uncertainty. Nevertheless, it is essential to face those decisions head-on. You must determine what people, things, and values matter most to you. A critical […]

What Is a Medallion Signature Guarantee, and Do I Need One?

What Is a Medallion Signature Guarantee?

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 may be required during […]

Open Enrollment

LAS - open enrollment - legal plan

With open enrollment of your employer benefits here, we wanted to take this opportunity to remind you of some changes you may want to consider.  If you are currently enrolled in your employer’s legal plan, or if you are thinking about enrolling during open enrollment, here are some things to consider before making your decision. […]