Another Lesson from Prince’s Death: You May Want to Bank Your DNA

June 21, 2016

Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible chain of custody and, perhaps, keep the DNA results with their will and other estate planning documents?

The answer, at least today, is maybe.

Read more from our Director of Wealth Planning, Melissa Mongtomery-Fitzsimmons, in her recent article in MarketWatch.

Insights

Choosing the Right Retirement Plan for Your Business

As a business owner, selecting the right retirement plan isn’t just about offering employee benefits—it’s about aligning those benefits with […]

Learn more

How to Spot and Avoid Investment Scams Targeting Affluent Individuals

Affluent individuals often attract the attention of fraudsters looking to exploit their financial standing through sophisticated investment scams. These schemes […]

Learn more

How Umbrella Insurance Can Protect Your Assets

Protecting your wealth requires more than just standard property insurance. Many individuals overlook the critical need for liability coverage that […]

Learn more

Week in Review: June 13, 2025

Recap & Commentary Markets ended the week lower following Israel’s surprise airstrikes on Iran’s nuclear facilities on Friday. The strikes […]

Learn more

Including Grandchildren in Your Estate Plan: What to Know

When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren […]

Learn more

Ready to learn more?
Let’s have a conversation.

Embark on a banking experience tailored to your distinct path, focused on achieving personal and business financial prosperity.