Commercial Real Estate: Slow Moving Train Wreck?
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics intended to help you better understand the financial world.The topic for this video is commercial real estate and the crisis it is currently...
How Often Should You Update Your Will?
A will is a legal document outlining how a person’s assets and property will be distributed after death. While discussing the final wishes of a loved one (or ourselves) can feel morbid, wills are a crucial tool in any financial life planning and will ensure a...
Do I Need a Trust? Benefits of Trusts for Life Event Financing
Trusts are an increasingly popular estate-planning tool that allows one party (the trustor) to transfer assets to another party (the trustee) for the benefit of a third party (the beneficiary). Trusts can be a way to transfer assets, minimize taxes, and prepare for...