As wealth is achieved within a family, exposure to potential liabilities (both known and unknown) increases.
Our experience and ability to identify liabilities, combined with our resources and contacts in risk management, provide you with valuable counsel on managing and limiting your exposure.
Thorough Approach
Our core services include:
- Federal and state estate tax liability exposure
- Living endowment planning ideas
- Disability income needs
- Gifting concepts
- Life insurance quality and deficiency evaluation
- Homeowners insurance requirements
- Excess liability coverage amounts
- Long-term care analysis
Insurance coverage is underwritten by a number of insurers. Insurance products are the obligation of the insurance company.