Splitting Assets Includes Insurance
After reviewing a client’s portfolio, we realized the ex-husband was still on all of the policies even though they no longer lived in the same home and assets had been divided. They hadn’t thought to …
After reviewing a client’s portfolio, we realized the ex-husband was still on all of the policies even though they no longer lived in the same home and assets had been divided. They hadn’t thought to …
Homeowner’s policies cover the “Dwelling” (the main home structure) and then separately provide coverage for “Other Structures” (those not attached to the main home) which can include: detached garages, guest homes, sheds, fences, pools/pool houses, …
I just experienced something that needs to be shared. Our new client has been a trustee for years. In his role, he is responsible for a challenged, but independent adult. Our insurance audit uncovered that …