3 Insurance Strategies Not to Overlook

Alvina H. Lo and William T. LaFond |
Wealth Planning

Are your insurance strategies covering the full spectrum of protection you need?With estate taxes due typically nine months after the date of death, having a liquidity strategy in place will help keep your assets secure from an unintended sale.A new study from The First Street Foundation lists 14.6 million properties in the 100-year flood zone, which is where there is a 1% chance of a flood striking in any one year.

Read More...


Episode 12: Preparing Your Family Business for the Next Crisis

Marguerite C. Weese |
Emerald GEMs

July 21—The unexpected arrival of the COVID-19 pandemic created much disruption for families and businesses alike. Now is the time to ask: What can I do to better prepare my family and our business for the next potential crisis? National Director of Family Legacy Planning Marguerite Weese discusses the importance of taking the time to equip your family with the tools they need to weather the next storm.

Listen...