Monthly Advisor Education Series

Conway & Pannell, PC, pleased to offer a one-hour study session and teleconference designed specifically for advisors and advanced practioners to provide the best service for your clients.  This program is offered monthly as part of The Advisors Forum Live Interdisciplinary Series. This month’s topic, Family Business Transition, will be hosted in our office, July […]

A Summer at Conway & Pannell

If you’ve called into the office recently, mine may have been the voice on the receiving end of the line. My name is Faith Lee. I am the new summer intern at Conway and Pannell, although ‘new’ is a misnomer as almost a third of the summer has passed since I’ve arrived here. People, mainly […]

Deeds and Real Property – Funding Your Trust

Joint tenancy with a spouse, sibling, or close friend is very common these days.  No matter what age you are, living with another person brings important questions to be addressed.  In what names will the property be held?  Are both investors in this property?  Will it be held in joint tenancy?  Joint tenancy allows the […]