Fortify Your Estate Plan Against Undue Influence Claims
June 19, 2018
It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.
Naming a Minor as Beneficiary: Unintended Outcomes
June 07, 2018
A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.
Important Information About Procedures For Opening A New Account—
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you; we may also ask to see your driver’s license or other identifying documents.