Estate

Your household has paid four professionals. An estate attorney. An accountant. An insurance agent. A financial advisor.  Each of these professionals are competent in their own capacity. However, where this insight adds value is identifying the gap between them, and none are watching the whole structure. Some of the first thoughts that come to mind […]

Stop assuming your experts have you covered: It’s time to ask these overlooked questions. Should I Put My Rental Property in an LLC? Your attorney can tell you whether the entity holds up. No one else in the room is checking what the entity does to everything else you own. That gap is the subject

The Wealth at Risk Series Key takeaways for is my wealth actually protected The wealth at risk series premise Affluent households spend years building wealth and almost no time pressure-testing whether the structure underneath can hold. Markets are not the threat. A day that ended in Y is. Wealth at Risk is a ten-part series

Buy or Rent: Key Takeaways Should you buy a house or keep renting? It’s one of the most common house decision questions I hear from clients and prospects that are actively looking for a new residence.  And it’s also one of the most misunderstood. Buy a house or keep renting, I have gathered some of