Blog
From The Boardroom To The Living Room
The unique needs of high-net-worth individuals and their families necessitate a nuanced understanding of the legal landscape, especially when acquiring residential property and setting up a household. There are several compliance risks that individuals and their...
The ‘Driving Discussion’
This article discusses the sensitive topic of how to know when it's time to relinquish the car keys once people realize they are no longer able to drive safely. As we age, we may start dreading the eventual "driving discussion" our children may feel obligated to have...
Considerations for Year-End Estate Planning and Business Transitions
As we near the end of 2024, this is the perfect time to reexamine your tax and estate planning action items. There are plenty to address, and it's wise to do so sooner rather than later. In reviewing year-end estate planning or business transition plans, there are...
This Is the Sweet Spot Homebuyers Have Been Waiting For
After months of sitting on the sidelines, many homebuyers who were priced out by high mortgage rates and affordability challenges finally have an opportunity to make their move. Read More
Why a Condo Could Be Your Perfect First Home
If you're looking to break into homeownership but the price of single-family homes has you second-guessing, you might want to consider a condominium (condo) or townhome. Read More
Now’s the Time To Upgrade to Your Dream Home
If you've been wanting to sell your house and move up to a bigger or nicer home, you're not alone. Read More
Thinking About Making Taxable Gifts Before the 2026 Sunset?
As we will see shortly, it is often "better to give than to receive," though this statement begs the obvious question of whether it is better to do so during one's lifetime or upon one's death. Many well-to-do individuals are seriously deliberating this question as...
What’s the Difference Between Mobile, Electronic, and Remote Notaries?
Here's a breakdown of the ways notaries connect with their customers today, how much their services usually cost, and how you can find one.Read More
Is Your House Priced Too High?
Every seller wants to get their house sold quickly, for as much money as they can, with as few headaches as possible. Read More
Mortgage Rates Drop to Lowest Level in over a Year and a Half
Mortgage rates have hit their lowest point in over a year and a half. Read More