Insurance Planning & Risk Management Insights

Ian Bai and Sean Moore

Insurance Planning & Risk Management

Understanding Your Medicare Options

February 14, 2023   -   Soon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or do you combine that approach with a privately-administered Medicare “Advantage” plan?

Philip Steele

Partner

Insurance Planning & Risk Management

One Survey That Employers Should Never Ignore

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. 

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Michael Disharoon

Partner

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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.