Wills/Trusts
- Estate Planning
- Will review for validity
- Will update
- Trust review for validity
- Trust update
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Insurance
- Life insurance
- Disability
- Home
- Auto
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Homeowner's Insurance
How
much will your policy pay if your home is destroyed? Do you have just
enough to pay the mortgage? If so, you'll be paying out of pocket for
cleanup and removal of debris. Moreover, your rent will likely be more
than your housepayment was. A little more insurance can make a large
difference in your ability to pay your bills.
Click <here> for more info. Click <here> to shedule a quick policy review.
You can also schedule a review of your Life Insurance, Disability, and Car Insurance policies. It could be time well-spent.
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Auto Insurance
Do you understand your coverage?
The "little things" are important. (The truth: there are no "little things" when it comes to insurance.)
"Must haves"
Rental car pick up
Rental car drop off |
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Limiting Liability: Spreading Assets Across Entities
Your goal is to limit liability. Hoarding assets in one location invites risk of loss of all those assets by a single event.
A plan to conduct your affairs in a way that reduces that liability can reduce that risk. |
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