Risk Management and Insurance Planning
Determine the adequacy of life, disability and long-term care policies currently in force through comprehensive needs analysis. Review property and casualty insurance policies, including auto, homeowners, and umbrella liability coverage policies, currently in force for adequacy and appropriateness. Research, analysis and recommendation of alternate or additional coverage. Review ability to take advantage of legal structures that may also limit exposure to creditors (and coordinate with investment, tax and estate planning.) Assistance in determining entity structure, entity formation and coordination with legal counsel.