by Nanette Duffey | Dec 30, 2025 | Estate Planning, Giving, Insights, Taxes
Estate planning often overlooks the jewelry box, your treasure trove of sentiment, sparkle, and surprising value. A “jewelry box audit” helps you sort heirlooms wisely: rediscover cherished pieces, decide what to gift for others’ joy, sell for...
by Nanette Duffey | Aug 27, 2024 | Insights, Insurance, Investments
On the day Miriam received her luxurious fur coat and pearl earrings from her beloved husband on their 50th wedding anniversary, she knew she’d have to insure them against damage or theft. However, her home owner’s insurance policy does not cover the price of higher...
by Nanette Duffey | Oct 24, 2022 | Insights, Insurance
When it comes to insurance for your most valuable possessions, don’t assume these expensive items will be covered by your standard homeowner’s or renter’s insurance. Homeowner’s insurance often has low limits with regards to valuables, as little as $1,000 to $2,500...
by Nanette Duffey | Aug 24, 2022 | Insights, Legal Documents, Paperwork
If you’ve purchased a luxury item or received one as a gift, keeping the documents that prove its authenticity is key when it comes to resale, auction, insurance, or tax purposes. It is wise to have the physical copy of these documents safely stored. With the high...
by Nanette Duffey | Dec 7, 2021 | Insights, Taxes
With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...
