by Dave Nommensen | Oct 5, 2021 | Personal Insurance, Private Client Group Insurance
For many individuals and families, it’s become increasingly popular to place the ownership of personal assets like a primary home into a trust. There are a number of benefits in doing so, like saving on estate taxes or avoiding a lengthy probate process for your...
by Janet Kliment | Aug 16, 2021 | Dwelling Fire, Fall, Homeowners Insurance, Personal Insurance, Private Client Group Insurance, Seasonal Tips, Second Homeowners
Trying to squeeze in every last bit of Summer? You should be! September is one of the best months to enjoy all Cape Cod and the Massachusetts South Shore has to offer! Even though your homeowners insurance is probably the last thing on your mind, early fall is a great...
by Michael Redfield | Aug 2, 2021 | Auto Insurance, Homeowners Insurance, Jewelry, Marine Insurance, Personal Insurance, Private Client Group Insurance, Umbrella Insurance
We posted an article recently on Teen Drivers that started quite a few conversations about Umbrella Insurance. At the risk of sounding like a broken record, we can’t stress the importance of an Umbrella Policy enough. An Umbrella Policy provides an additional...
by Michael Redfield | Jun 3, 2021 | Auto Insurance, Personal Insurance, Private Client Group Insurance
For parents with teenage children, the prospect of them finally being able to drive can create both excitement and anxiety. While a driver’s license will help your kids become more self-sufficient, it also opens them up to risks on the road. The hard truth is that,...
by Lynn Mason-Small | Apr 25, 2021 | Health Care, Homeowners Insurance, Private Client Group Insurance, Umbrella Insurance, Uncategorized
Summer is almost here and I don’t know about you, but I tend to be a little more lax when the weather turns warmer! I found this great list of safety tips for parents and kids, but I’m not going to bore you with the ones like “make sure your child...
by Dave Nommensen | Apr 1, 2021 | Collections, Jewelry, Personal Insurance, Private Client Group Insurance
Artwork and collections serve as the ultimate compliment to a beautiful home. Many collectors spend hours thinking about, researching and purchasing artwork, sculptures and other high-value collectibles including wine and jewelry, but little to no time thinking about...
