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Complexities of Assets Held in a Trust

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...

Protecting Your Artwork & Collections

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...

Protecting Your Assets When Serving on Non-Profit Boards

by Ryan O'Connell | Jul 16, 2018 | Non-Profits, Personal Insurance, Private Client Group Insurance, Uncategorized

Becoming a member of a nonprofit board of directors can be a rewarding experience. The giving of your time, talent or treasure to an organization that you feel passionately about is truly a joy and can have a tremendous impact. Liability exposures can potentially...
Insuring The Irreplaceable

Insuring The Irreplaceable

by Reggie Rolles | Jul 7, 2016 | Collections, Personal Insurance, Private Client Group Insurance, Uncategorized

Whether you collect fine art, wine, jewelry or other collections, it is important to take precautions to protect your treasures from costly, and often irreparable, damage. Building a collection is not just a passionate pastime but can be a savvy financial move. The...

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