Now Is a Good Time for an Annual Insurance Check-Up

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Recovering From Disaster: Essential Financial Steps for Clients

Horsesmouth Essential: Clients who have been through a natural disaster may need help with taxes, insurance, and government assistance. The following information will help you provide calm guidance in the wake of any type of calamity. Be prepared: Store a printed copy of this article in your disaster recovery file.

Helping Homeowners Settle Insurance Claims After a Disaster

Horsesmouth Essential: The sudden destruction of a client’s home can produce a huge shock on all of his or her financial assets. Whether it’s damage from a hurricane, earthquake, or terrorist attack, clients need advice on how to repair their residences, recoup their costs, and fully recover from the setback with all their assets intact.

Taxpayers, Victims Benefit From Katrina Tax Bill

The new Katrina Tax Act provides tax breaks not only to Gulf Coast disaster victims, but to people who have helped with the recovery effort in one way or another. Clients who have made charitable donations, hired evacuees, borrowed from their IRAs, opened their homes to displaced families, donated leave, or just driven business miles will enjoy some savings on their 2005 tax bill.