Are You Prepared For Disaster?
September 22, 2021
Update your insurance coverage before it's too late
A property that my in-laws own caught fire and they had to run to collect everything they could before the fire spread. Luckily the firefighters were able to save their property. It seems like we only think of insurance coverage during times when we need it most. But waiting until an incident occurs is probably the worst time to think about getting insurance.
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If a family is already planning to give generously, it makes sense to understand whether the gifts can be structured more efficiently. Rob explains how the timing of charitable contributions can make a meaningful difference.
Rob explains how a cash balance plan can create additional flexibility for the right business owner while still requiring careful coordination and long-term planning.
Rob shares how coordinated planning helped one family restructure a highly appreciated rental property, preserve rental income, create substantial liquidity, and support meaningful charitable goals.
