Areas of expertise included tax, estate law, financing, real estate and financial planning. These events are an invaluable opportunity to workshop leading financial strategies to help clients save money and protect their financial future. The day’s topic was “How to Optimize Client Real Estate Transactions”. During our round table discussion, we covered different real estate scenarios and relevant strategies to help our mutual clients. The topics included:
If you are considering an estate sale or estate planning, I highly suggest reaching out to me or connecting directly with one of these specialists.