Misbehaving with Real Estate is our next podcast in our real estate series.   In this special real estate (REIT) podcast series, we will learn from Dr. Brad Case, CFA […]

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Why Add Real Estate to Your Portfolio is our next podcast in our mini-series on real estate. In this episode, I’ll interview Dr. Brad Case, CFA who is a Senior […]

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What Does the Global Real Estate Market Look Like is our next podcast in our mini-series on real estate. In this podcast, we will learn from Dr. Brad Case, CFA […]

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We work predominantly with high net worth individuals, many of whom are approaching the “retirement runway.” A recurring theme comes up frequently in our conversations, and that is whether or […]

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Ever wonder what are the differences between a revocable trust and an irrevocable trust? Listen to Chad Groover, elder law attorney from Upstate Elder Law, talk about the differences between […]

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