[ WEALTH MANAGEMENT CORNER ] From Your Trusted Advisor: Real Estate Trends to Consider. By Mey-Ling Perez The real estate market has been a hot topic of discussion since the financial crisis in 2008. Now, almost ten years later, significant speculation on the future remains. This article aims to outline general real state trends in Miami-Dade, while also touching upon… Read Complete Article...

The era of tax-free rollovers from a donor’s IRA to qualified charities began with the Pension Protection Act of 2006. The ability to use this resource for charitable purposes, limited though it may be, may not seem all that significant, but remember that Americans have trillions in retirement assets. For better or worse, the IRA charitable rollover was enacted as… Read Complete Article...