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.
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 […]
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.
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.
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.
