Back to Insurance Planning & Risk Management Insights Understanding Your Medicare Options Ian Bai Sean Moore February 14, 2023
Meet The Author Ian Bai Senior Principal Ian is a Senior Principal in the New York office with more than ten years of experience. He specializes in counseling high-net-worth individuals and families,... Learn More
Meet The Author Sean Moore Partner Sean is a Partner with more than twenty years of experience in finance, tax, and related legal work. His relationships with clients include providing counseling... Learn More
Behavioral Finance The Case for International Travel InsuranceWorld travel offers a myriad of experiences and memories, but it's not without risks. Travel insurance is a vital safety net, covering everything from lost…
Insurance Planning & Risk Management Understanding Your Medicare OptionsSoon-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…
Insurance Planning & Risk Management One Survey That Employers Should Never IgnoreFiduciary liability insurance is changing. Partner Philip Steele suggests following best practices now can help lessen your risk of litigation and receiving less than favorable…
Financial Planning What We Should Know About Homeowners Insurance in CaliforniaState of the Insurance Market in Summer 2022 California has been engulfed in extreme drought conditions in recent years, and as a byproduct of the…
Insurance Planning & Risk Management When It Comes to LLCs, Pay Attention to Liability DirectionWhen properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of…