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Berson-Sokol Agency Inc.’s Craig Berson on long-term care insurance and its role in shielding wealth from costly care expenses later in life.
Corrigan Krause’s Lynda Doland on the importance of estate planning for business owners.
Buckingham, Doolittle & Burroughs, LLC’s Dominic Frisina on how to strategically manage an IP portfolio, particularly patents and trade secrets.
Premier Bank’s Jennifer Bidlingmyer on how treasury management services can improve cash flow and mitigate risk.
Babst Calland’s Michael E. Fink on the role of the cap table and how failing to accurately maintain it can be costly.
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