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Entries tagged “life insurance”

The Increasing Importance of Focusing on Both Sides of Competence for Family Owned Enterprises

insights The Increasing Importance of Focusing on Both Sides of Competence for Family Owned Enterprises Patricia Annino · January 24, 2018

This article examines two sides of one issue – competency. Patricia Annino, Rimon Partner, shares her analysis of the challenges presented by either sustained or diminished competence in family owned companies and for providing practical steps to help family enterprises plan for these challenges. Read the full FFI article here. “As Advisers, we have never been in…

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Ticking Time Bombs in Investment Portfolios You Might be Unaware of

insights Ticking Time Bombs in Investment Portfolios You Might be Unaware of Patricia Annino · January 18, 2018

Many people may have ticking time bombs in their investment portfolios that they are completely unaware of. The life insurance premiums currently being paid, may not be sufficient to keep the policies in force during the person’s normal life expectancy. Patricia Annino, of Rimon Law, comments on the legal liability of trustees and possible complications of…

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