Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving