Blog Posts in January, 2019

Risk Management Self-Audit: Are You Exposed?

As you go through the following Risk Management self-audit, examine whether your estate plan thoroughly addresses these essential questions. Have you analyzed how you are going to cover the high costs of long term care? Have you reviewed your long-term care insurance option, including the new combined products such as the accelerated benefit/living benefits options built inside of life insurance ...

Risk Management Summary

Today’s world presents both new and old dangers to the individual and family. Information technology, now essential to our work and private lives, makes it easier than ever for bad actors to reach out and harm us. And, at the same time, man is still subject to the same natural disasters and many of the same physical ailments that threatened his ancestors. However, the good news is, there are tools ...

Modern Philanthropy - Quiz

1. Can you donate Bitcoin to charity? Fidelity and other charitable gift funds are now accepting charitable donations of bitcoin. This is a fabulous opportunity if you are invested in bitcoin and experience a spike in value. 2. What is a benefit corporation? A benefit corporation is a company that provides benefits far beyond stockholder return. They are designed and run to benefit all ...