Risk Management

What happens when both heir and testator die? Fallback Image Decorative pattern

Financial Planning

What happens when both heir and testator die?

It didn’t take long for two estate battles to erupt in this sample case

By Dean DiSpalatro |November 6, 2015

6 min read

Why to focus on employee wellness Fallback Image Decorative pattern

Risk Management

Why to focus on employee wellness

Pensions and healthcare aren’t the only types of aid that employees need

By Sarah Brown |October 30, 2015

2 min read

Planner: Cover yourself with capital Fallback Image Decorative pattern

Risk Management

Planner: Cover yourself with capital

A major benefit to owning commercial property is that your equity can become a source of financing.

September 30, 2015

2 min read

Taxes and transferring life insurance Fallback Image Decorative pattern

Risk Management

Taxes and transferring life insurance

When your business or family relationships change, you may need to move a life insurance policy from one person or entity to another

By James and Deborah Kraft |July 30, 2015

2 min read