Your Wealth. Your Way.
Welcome to Your Wealth. Your Way. Living a Healthy & Wealthy Life
09/07/2024
Welcome to our first episode of Your Wealth. Your Way. Living a Healthy & Wealthy Life podcast! We're diving right in by giving you a quick peek into who Granite Harbor is as a firm and what exciting topics we'll cover in future episodes. Join us as we step into the world of podcasting!
Connelly v. The United States: Impact on Buy-Sell Agreements
09/07/2024
In Episode 2, titled "Connelly v. The United States: Implications for Buy-Sell Agreements - Insights from Estate Attorney Jacqueline Albus", we explore the profound impact of recent legal developments on estate planning and business ownership. Estate Attorney Jacqueline Albus lends her extensive expertise to dissect the Connelly case, providing invaluable guidance for business owners who must now revisit and potentially revise their Buy-Sell Agreements in light of the ruling.
Private Client Property/Casualty Insurance: Insights with Ken Beaman, CIC, CPRM
09/07/2024
In our latest episode of "Private Client Property/Casualty Insurance: Insights with Ken Beaman, CIC, CPRM," we explore private client insurance with the expert guidance of Ken Beaman, CIC, CPRM. Join us as we discuss the intricacies of property and casualty insurance, specifically addressing the unique needs of high-net-worth individuals. This episode underscores the significance of comprehensive insurance coverage, particularly in light of the increasing frequency of catastrophic weather events, like those we have recently experienced in Houston, TX. Learn why collaborating with professionals to ensure your home is adequately insured is a wise strategy for protecting your assets. Our guest, Ken Beaman, boasts over 40 years of experience as a Certified Insurance Counselor and Certified Professional Risk Manager. Drawing from his vast knowledge, Ken sheds light on the evolving challenges within the insurance sector, including the rising threat of cyber risks and the imperative for board members to secure appropriate coverage while serving in organizations. Listeners will gain valuable insights into the consultative and holistic approach employed by Ken’s firm, Marsh McLennan Agency, which customizes solutions to protect what matters most to high-net-worth clients. Tune in for an episode rich with expert advice and strategies to navigate the complex landscape of private client insurance.
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