Insurance Planning & Risk Management Insights

Philip Steele

Partner

Insurance Planning & Risk Management

One Survey That Employers Should Never Ignore

November 15, 2022   -   Fiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable insurance coverage.

Peter Yoon

Principal

Financial Planning

What We Should Know About Homeowners Insurance in California

State of the Insurance Market in Summer 2022 California has been engulfed in extreme drought conditions in recent years, and as a byproduct of the dry environment, wildfire activity has flared up dramatically. At this point in the summer of 2022, seven of the eight largest wildfires in California’s history have occurred within just the […]

Paul Chmielewski

Partner

Insurance Planning & Risk Management

When It Comes to LLCs, Pay Attention to Liability Direction

When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.

Susan Hartley-Moss

Partner

Estate Planning

Building Trusts That Stand the Test of Time

Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.

Susan Hartley-Moss

Partner

Estate Planning

Why Your Estate Plan Needs a Letter of Intent

Economic growth is beginning to recover from the disappointing third quarter as production keeps up with demand generated by the financially healthy American consumer. Learn what else is in store this month in our November Outlook. 

Susan Hartley-Moss

Partner

Estate Planning

Trustees: Policies and Procedures to Mitigate Risk (Part 4 of 4)

In the final part of her four-part series, Partner Susan Hartley-Moss discusses the importance of establishing formal policies and procedures.

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of Michael Disharoon

Michael Disharoon

Partner

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.