multi-gen-family-pazera-capital

Three Reasons Life Insurance Should Be Part of Your Wealth Plan

KEY TAKEAWAYS Life insurance can help provide for loved ones. It can provide cash to help with liquidity problems. Certain business-related concerns can be addressed with life insurance. As an investor with significant assets, it’s important to engage in wealth planning that addresses the broad range of your goals, needs and preferences. One of the most versatile and often-used tools …

Five Big Mistakes Affluent Homeowners Make – and How to Avoid Them

KEY TAKEAWAYS Even families with umbrella insurance coverage often don’t have enough of it. LLCs and trusts need to be named on insurance policies in certain cases. High-value assets such as art collections and rare automobiles need their own special coverage. It is quite easy for affluent families to make big mistakes with one of their largest assets: their homes. That …