Retirement Plan Transfers

Attorney Ethics: Is There Liability to Using In-House Notaries?

Leave a Comment / Estate Planning, Financial Advisors, Notary Public, Power of Attorney, Real Estate, Remote Online Notary, Retirement Plan Transfers, Title Companies / BIT, LLC

Date and Time: TBD Location: Online The Potential Pitfalls of Your In-House Notaries This course, approved by the Nevada State Bar, is an intensive 1.5-hour Continuing Legal Education (CLE) course designed to provide attorneys with a comprehensive understanding of the ethical issues surrounding in-house notarizations. The importance of maintaining ethical standards in legal practice, particularly […]

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” Remote Online Notarization (RON) Is It Here to Stay?

Leave a Comment / Appointments, Calendar, Escrow Closing, Estate Planning, Financial Advisors, Financial Planning, Immigration, Notary Public, Power of Attorney, Real Estate, Remote Online Notary, Retirement Plan Transfers, Retirement Plans, Teachers, Title Companies, Trust / BIT, LLC

Remote Online Notarization (RON) has experienced significant growth in recent years, driven by advancements in technology, changes in consumer preferences, and the need for convenient and secure notarial services. Looking ahead, it’s clear that RON will continue to shape the landscape of notarial practices in various ways. Let’s take a closer look at the current

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What to Do? Remote Online or Traditional Notary?

Leave a Comment / Escrow Closing, Estate Planning, Financial Advisors, Financial Planning, Immigration, Notary Public, Power of Attorney, Real Estate, Remote Online Notary, Retirement Plan Transfers, Title Companies, Trust / BIT, LLC

This is now the question: Remote or Traditional? The decision to use a traditional notary versus a remote online notary for estate planning clients will depend on a variety of factors, including the client’s needs, preferences, and the laws of the state in which they reside. Here are some considerations: Client preference: Some clients may

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What If Your Clients Are Located Outside the US?

Leave a Comment / Estate Planning, Financial Advisors, Financial Planning, Notary Public, Power of Attorney, Remote Online Notary, Retirement Plan Transfers, Retirement Plans, Trust / BIT, LLC

Remote Online Notarization (RON) can be particularly beneficial for clients who are currently out of the country

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