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A guide to charitable giving strategies

The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for…

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5 insights for business owners considering a sale

The natural economic cycle of growth, downturn, and recovery often spurs merger and acquisition activity at different points. On the recovery side of the pandemic, we are seeing those trends multiplied by the unique conditions…

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Refinancing and divorce

Divorce involves complicated financial matters. Topping that list is jointly owned real estate. If you get the house, what happens next? Are you buying out your partner? What happens to shared earned equity? How will…

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