News and Alerts

Estate Planning Newsletter — June 20, 2023

Learn about investing, inflation-proofing your assets with real estate, using technology to stay connected, how market predictions can be unpredictable, and more in this month’s newsletter.

Estate Planning Newsletter — May 23, 2023

Savers and investors can fall prey to the fallacy of creating mental categories for dealing with their assets. Click through to learn about a more rational way of thinking about money and more in this month’s newsletter.

Using an LLC to Protect Real Estate Assets

Using an LLC to Protect Real Estate Assets

Acquiring and maintaining real estate can be an expensive and risky venture. Searching to find just the right investment property—whether it be residential or commercial—can make for a stressful process, particularly in the current market.