by Nanette Duffey | Aug 11, 2026 | Insights, Paperwork, Real Estate
When it comes to protecting and maintaining your property, it’s often easy to remember the big, important details, which include paying the mortgage on time and keeping your homeowners insurance current. These large checklist items promote good “ownership hygiene” for...
by Nanette Duffey | Mar 13, 2023 | Insights, Taxes
Based on true events. Details have been changed or combined to protect privacy. As regular visitors to vacation destinations, savvy investors gain a first-hand understanding of the local rental market—including rental rates and purchase price, plus identifying all the...
by Nanette Duffey | Feb 21, 2023 | Financial Partners, Insights
The eagle is often admired for its power, speed, strength, and impressive vision. These qualities mirror many of those aspects you look for in a legal advisor! As Daily Money Managers (DMMs), we plan a vital role to help you identify situations or when you encounter...
by Nanette Duffey | Aug 31, 2022 | Insights, Paperwork, Real Estate
No matter the type of property you own, from homes to vehicles to luxury items, owning these assets comes with the responsibility to keep important documents. Keeping records for your real estate holdings, such as a beachside condo rental unit, a summer vacation home,...
