Tag: Retirement Plan

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Importance of Estate Planning and Wills with Kevin Ghassomian (Ep. 4)

Importance of Estate Planning and Wills with Kevin Ghassomian (Ep. 4)

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Do you already have an estate plan in place? If not, the judicial system could be the one deciding who gets what in your family. With young children, it is especially important to designate a guardian in estate plans.

Listen in as Daniel Paikin and Robert Schlesinger speak with Kevin Ghassomian, a partner at Venable LLP, on estate planning and why it’s so important. They cover things like having a will, power of attorney, health care proxy, and living will declaration. 

Daniel, Robert and Kevin discuss: 

  • Why estate planning and having a will is important
  • What are the consequences of not having a will
  • How can irrevocable trusts be used to avoid estate taxes
  • What are the challenges and ongoing monitoring involved in estate planning
  • And more

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About our Guest: 

Kevin Ghassomian focuses his practice on the personal legal needs of business owners, corporate executives, high-net-worth individuals, and their families. Kevin’s representation covers all aspects of domestic and international estate planning, with an emphasis on tax minimization, asset protection, business succession, and philanthropy. Kevin also counsels individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns.

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Understanding Liability Protection in Property and Casualty Insurance with Michael Silverman (Ep. 2)

Understanding Liability Protection in Property and Casualty Insurance with Michael Silverman (Ep. 2)

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Ever wondered about the importance of liability protection? What confuses you the most about insurance premiums and liability protection?

Make sure you have insurance to protect your financial interests.

In this episode, Daniel Paikin and Robert Schlesinger are joined by Michael Silverman, CEO of Silver Lining Insurance, in exploring the importance of liability protection in insurance and the need for an umbrella liability policy. Michael dives into the need for proactive planning and the role of an insurance agency in guiding clients through potential risks and claims.

Michael discusses: 

  • The importance of liability protection for your own protection
  • What impacts the cost of insurance premiums
  • The importance of proactive planning and brokerage knowledge
  • The impact of natural disasters on insurance premiums
  • And more

 

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About our Guest: 

Michael, President & CEO of Silver Lining Insurance Agency, Inc., is responsible for new business development, as well as client relations and sales. He is a committed advisor and helps our clients make educated choices on what product or service best suits their wants. Over the years, his practical experience and proactive approach have allowed him to advise both individuals and businesses on how to identify and manage their level of risk.

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Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger! (Ep. 1)

Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger! (Ep. 1)

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It’s finally here–it’s finally live!

Introducing The Tempus Podcast with Daniel Paikin & Rob Schlesinger!

In this inaugural episode of “The Tempus Podcast,” hosts Rob Schlesinger and Daniel Paikin discuss the history of Tempus Financial Group and their motivations for starting the podcast!

Together they emphasize the importance of working with an advisor and discuss upcoming episodes that will cover topics such as liability protection, disability insurance, legal documents, and life insurance.

Dan and Rob discuss: 

  • Why did they decide to embark on this new adventure?
  • The beginnings of Tempus Financial Group & the roles they had before making the switch to financial planning
  • Their diverse clientele & what sets their firm apart from competitors
  • What YOU can expect from the podcast in future episodes
  • And more

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