Giving Your Kids Some Money This Year? The 5 Critical Rules You Need to Know About Gift Taxes Before You Do It. Clients ask me all the time: if I give my kids a substantial gift, say $10,000, who has…

What is a Medallion Signature Guarantee? Medallion Signature Guarantees are generally required when you’re transferring any type of security. For example, stocks, bonds, mutual funds, and some annuities. A Medallion Signature Guarantee is a special stamp and signature combination that…