Why is it important to update insurance policies when moving property into LLCs and trusts?

August 7, 2015

Posted in Personal Insurance by

“It’s no secret that the use of limited liability companies (LLCs) and trusts is on the rise among the wealthiest Americans. One reason for the popularity of trusts/LLCs is that they can be used to keep personal real estate and business transactions discreet. “Individuals moving real property into LLCs and trusts frequently take the property
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Do we need a separate employment liability insurance policy to cover household staff?

November 24, 2014

Posted in Commercial Insurance, Personal Insurance by

Private Client Insurance Advisor Rosemary Whisler was recently published in the December 2014/January 2015 issue of Worth Magazine. To read Rosemary’s article, click the link below. Do we need a separate employment liability insurance policy to cover household staff? – Worth Magazine Dec14/Jan15 Issue To read more about Rosemary, click here.