Have you ever wanted to make a significant planned gift to a nonprofit or charity, but don’t know what your options are? There are a
This is part two in a four-part series dedicated to an in-depth examination of advance directives: who is eligible to make an advance directive, what
This is part one in a four-part series dedicated to an in-depth examination of advance directives: who is eligible to make an advance directive, what
Thieves have become more sophisticated over the years, and unfortunately, the chances of someone stealing your identity are increasing. Following are some ideas how to
by McKenzie Millis, Healthcare Marketing Specialist When preparing to make a move to Assisted Living, it is common to ask “How I am going to
Q: I like the convenience of using my debit card, but I’m worried about the security. Are there places I should avoid using my debit
If you haven’t yet started working on your returns, here’s another reason to get motivated… Tax criminals and identity thieves may very well beat you
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Pursuant to a new Federal regulation, as of March
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community A joint bank account lets you name a co-owner
By Tiffany Williams, Managing Executive, FineMark National Bank & Trust office at Shell Point Retirement Community Do you keep boxes of old bank statements, files
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