The latest edition of On Watch is now available for download. In this issue, we explore several planning moments that are easy to overlook but can have lasting financial and legal consequences. From aligning property and casualty insurance with increasingly complex ownership structures, to preparing for a business liquidity event before a deal closes, to ensuring young adults have essential estate planning documents in place when they turn 18, each article highlights the importance of proactive, coordinated planning. Thoughtful preparation today can help families reduce risk, preserve value, and make more confident decisions as their circumstances evolve.
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