Stories
Utilizing Your Personal Assets to Gain Liquidity...How Can We Help?
In these challenging times, many clients are concerned about generating liquidity. Do you have measurable value "sitting around" in your personal assets? Quite possibly!
Downsizing Tips From A Luxury Estate Expert
Are you downsizing? It's a complicated process! Here are some tips to help generate cash during this critical process, and keep your most treasured items!
What Is A Personal Property Appraiser?
Lynn Magnusson, ASA, AAA and Joseph Chu, CSA of Assisted Living Locators get together to discuss the critical value of using a personal property appraiser when preparing for a major life change.
The Importance of Inventories for HNWIs | Part 2
Company President Lynn Magnusson, ASA, AAA discusses the importance of inventories with estate planning guru Martin Shenkman, CPA, MBA, PFS, AEP, JD in this new video series.
The Importance of Inventories for HNWIs | Part 1
Company President Lynn Magnusson, ASA, AAA discusses the importance of inventories with estate planning guru Martin Shenkman, CPA, MBA, PFS, AEP, JD in this new video series.