Top 6 Positive Planning Strategies in a Challenging Environment

Alvina H. Lo |
Wealth Planning
44917 Top 6 Priorities NC.jpg

Amid chaos, there is a silver lining for planning opportunities. Although we are facing many challenges on the health, economic, and market fronts, we would be remiss not to explore the positive ways that your estate plan can benefit from low interest rates and depressed asset values.There are several wealth and estate planning strategies that are particularly attractive in this kind of climate.

Read More...


Estate Planning and Your Business: Prepping the Princess for the Party

Alvina H. Lo |
My Business
Estate Planning Alvina NC.jpg

Chief Wealth Strategist Alvina Lo shares her insights in a conversation with the Trusted Counsel on the intricacies of selling a business. She shares how many entrepreneurs and business leaders tend to put off thinking about selling their businesses, and what will happen to their assets without them, until it’s too late. The results of not planning are often felt by families as well as business partners.

Read More...