By Richard A. Sarner | Published April 13, 2014 | Posted in Uncategorized | Leave a comment
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⟨ Aligning Insurance Products within a Planning Structure
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate items, make them part of an integrated, overall risk management plan. Read More
Read MoreUnderstanding Losses: Liability Exposure
We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors—even if you are not in a high-risk profession. Others may be in a private business such as Read More
Read More5 Common Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important. In addition to confirming our own actions, it can provide us with valuable information to pass along to friends and family who, for whatever reasons, have yet to act. So, here are five common estate planning mistakes Read More
Read MoreWelcome to our blog
Welcome to the official blog of . We will begin posting on this blog shortly, so please check back regularly for updates about the firm, notable cases and more.
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