Most Popular Operations Content
Saving Files Already in Electronic Format
10/25/2020
What’s the best way to save PDFs and other files that are already in electronic format?
“Centralized” Imaging Strategy
10/18/2020
What are the pros and cons of a centralized imaging strategy?
Personal Acct. & Naming Irrevocable Trust as a POD
10/18/2020
Can a customer have a personal account and name an irrevocable trust as a POD?
Payable on Death Beneficiary on Trust Acct?
10/18/2020
Can you list a payable on death beneficiary on a Trust account? If so, what is the point of putting your accounts in a trust?
Trusts and beneficial ownership—yes or no?
10/18/2020
Are trusts in or out for beneficial ownership certification?
