Can’t Get Financing – What About a Wrap?

Purchasing real estate has been a challenge the past several years due to various reasons. One of the biggest reasons being the inability to get credit from a traditional bank.

With the number of intelligent and creative people involved in the real estate profession, different methods and creative ways of obtaining financing have been developed to allow . . . → Read More: Can’t Get Financing – What About a Wrap?

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Ten Simple Things High Net Individuals should know when considering a Prenup

Marriage is of course both a spiritual and financial union.  Telling your significant other that you want a prenuptial agreement (“prenup”) can be awkward and getting it done potentially even more awkward.  Here are some tips to remember to make the path easier:

1. EVERYONE who gets married has a prenup.  The difference is that the State . . . → Read More: Ten Simple Things High Net Individuals should know when considering a Prenup

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If you died tomorrow could your family still depend on your business?

A common issue that I see with new business owner clients is the lack of a succession plan.  No it’s not so fun to contemplate death but consider the following:

1. Will your spouse be able to depend upon the benefits of your business if you died tomorrow?

2. What about your minor children or other dependents?

3. Who will . . . → Read More: If you died tomorrow could your family still depend on your business?

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