Nov 13, 2023 | Estate Planning, Family, Insurance
In this week’s article, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. 03 | PERSONALIZED PHISHING EMAILS Imagine opening your inbox to an urgent email from a seemingly legitimate source – perhaps your bank,...
Nov 6, 2023 | Estate Planning, Family, Insurance
In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shedding light on their tactics and providing you with practical steps to shield your parents from potential harm. 01 | THE GRANDPARENT SCAM In the new...
Oct 30, 2023 | Estate Planning, Insurance
Here are the reasons why estate planning for your family demands a heart-centered, counseling-oriented approach and guidance beyond the scope of your group legal insurance coverage. We’ll help you understand the potential pitfalls of using group legal insurance for...
Oct 16, 2023 | Insurance, Small Business, Start-Up, Workers
Here are the reasons why your startup needs the kind of legal expertise and attorney-client relationship that goes beyond the scope of group legal insurance coverage. We’ll explore the potential pitfalls of using group legal insurance for your startup and share...
Aug 14, 2023 | Insurance, Small Business
Here are two crucial types of insurance you should never go without! Employment Practices Liability Insurance A lesser-known but very important insurance coverage for business owners is Employment Practices Liability Insurance or EPLI. EPLI insurance protects you...
Nov 28, 2022 | Insurance, Small Business
Outside of mandatory coverage, such as worker’s compensation, there are several types of insurance that practically every business owner should invest in. Depending on whether you have employees, use office space, provide services, or manufacture products, you’ll...
