Jul 31, 2023

As an estate planning and probate attorney, I know the challenges that come with finding and securing assets for a loved one's estate. This week, we sit down with Leah Del Percio, the founder of Trustate, to discuss the ways advisors can make their clients' assets easier to find and manage for their families. 

We dive...

Jul 18, 2023

Have you or your client accrued equity in your home? How can homeowners get the most out of that equity and use it in a way that suits their own unique situation?

Join us in this enlightening episode as we sit down with expert mortgage lender, Jen Hernandez. Amidst skyrocketing house prices and growing home equity, we...

Jul 6, 2023

In this episode of No Unfinished Business, we delve into the finer points of business valuation. Our guest, Amber Widener, a seasoned business appraiser, shares her deep insights on why and when to consider a business valuation, how they can impact business decisions, and why it's essential to hire the right...