SPOTLIGHT -
Q&A: When to update your will
How often should I update my will?
Q&A: Relief from overdraft fees
After years of handling my bank accounts perfectly, I made an error that created an overdraft, and I was charged a high fee. Is it worth contacting my bank to see if it will waive the fee?
Q&A: Using a lockbox for bank deposits
Our practice is considering a lockbox arrangement. What are the basics?
Q&A: When your bank asks for personal financial information
My professional corporation borrows from a bank, yet the bank requires that I provide a personal financial statement annually. Why is that?
Q&A: When to consider refinancing
With mortgage rates heading lower, is now a good time to refinance my home?