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The Greatest Transfer of Wealth and Predicted Trends in Estate Planning

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Currently the Baby Boomer Generation is aging. They are the largest generational group in US history and they have accumulated the most wealth of any generation. Most Baby boomers are getting ready to retire and transfer their wealth to their heirs. The Boston College Center for Wealth and Philanthropy predicts…

Purchasing a Tenant Occupied Building

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The first step is obtain a copy of all written leases and sub-leases. Carefully review these documents then you want to examine each lease for the duration, if the tenant has the option to renew, rent amount, and security deposit amount. For example, if a tenant has a long duration…