News & Resources: Blog

Safety Act for Seniors

As of May 24, 2018, the Senior Safe Act was signed into law to make it easier for financial institutions and regulators to report cases of potential financial exploitation of senior citizens. Those who are covered by this law include financial institutions, investment advisers, transfer agents, broker-dealers, and their properly trained employees. Any reports of […]

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Basics of Estate Taxes

A deceased individual’s estate is taxed when assets are transferred to their heirs or beneficiaries. An estate tax is not the same as an inheritance tax. It’s a tax on the total value of a person’s assets at the date of death. The estate pays the tax before any assets are distributed to beneficiaries or […]

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