Monthly Archives: April 2020

Tip of the Week

 Ready or Not, Electronic Wills Have Arrived! It is important to note that electronic will laws do not eliminate current law regarding will execution or notary standards.  Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally.  In addition to easier access for most Americans who […]

How Are Your Clients Measuring You?


We keep hearing about living in “unprecedented times.” It’s become a catch phrase overnight as we adjust to a new environment. But it’s an accurate statement. It’s a challenge to stay connected from your home. And right now it’s more important than ever. Learn More: How Are Your Clients Measuring You? Source: Ash Brokerage