This small planning move helped one of our clients protect $2M+ from estate taxes. A partner at a real estate development firm with much of his net worth tied up in the business and real estate invest
We've made gambling look like investing and investing look like gambling. I appreciate Liz Ann Sonders of Charles Schwab continuing to raise awareness around this topic. One line from her recent artic
A new client hired us recently. Our fee was higher than another firm they were interviewing. They chose us anyway. Why? It was the right fit. High income. Business owner with significant real estate