Generational housing or heirs’ property is a term used when real estate is occupied by a generation or more of family members, but none of the occupant’s names are on the deed to the property. I’ve seen this a lot… Read More »Lessons Learned: Generational Housing
February 2023 MYTH: Estate plans are for older people. FACT: Estate plans are for anyone who has assets or anything of value, even if sentimental, that they want to leave to loved ones. MYTH: I have a Last Will and Testament… Read More »Lessons Learned: Myth Busters
January 2023 I broke my wrist a few years after opening my firm. At the time, I was spending nearly every day in court, I had staff to manage and clients to meet with. I didn’t have time to deal… Read More »Lessons Learned: A Business POA is a Must
