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Estate Planning for Retirement

Estate Planning Must-Haves as You Enter Retirement
Retirement is an exciting time. After many years of hard work, the days of reading, traveling, and relaxing without the ping of your email is upon you. Now, all that’s left to do is …

Man in kitchen looking at a computer

Trust or Will: How to Choose

Understanding the difference between a trust or will and why it matters when planning your estate.
You’ve decided to start seriously thinking about estate planning, but after doing some research, can’t decide whether you want to create a trust or a …

Beige Two-Story House

What to Disclose When Selling Your Home

To Disclose or Not to Disclose: A Seller’s Guide
It’s time to sell your home and you’re wondering if that leaky roof or the squirrel infestation you took care of a few years back are necessary items to disclose to potential …

Transfer or Close Your Business

How to Transfer or Close Your Business

Whether you’re passing the torch or closing your doors, there’s a right way to walk away from your business
Whether your business is large or small, old or new, at some point every business owner must ask, “what next?” In many …

Purchasing a Home to Rent or Flip

Purchasing a Home to Rent or Flip

Everything you need to know about buying real estate for profit
Purchasing an investment property is a great way to generate additional income, but it isn’t as simple as hitting the real estate market in search of a great deal. There …