When most people think of retirement planning, they immediately picture stocks, bonds, and mutual funds. But a major study by Ernst & Young (EY) highlights
Estate planning can be overwhelming, but there’s one simple and highly effective organizational method that can make all the difference for your loved ones: the
A Donor-Advised Fund (DAF) is a versatile and impactful charitable giving vehicle that allows individuals, families, or organizations to make significant philanthropic contributions while maintaining control over
A revocable living trust is an estate planning tool that allows you to manage and distribute your assets during your lifetime and after your death.
A spendthrift trust is a type of trust designed to protect beneficiaries from poor financial decisions, creditors, or outside influences by limiting their access to
When entrepreneurs embark on the journey of starting a business, they’re betting on themselves. For those who didn’t come from a wealthy family, this means
A buy-sell strategy using an endorsement split-dollar arrangement is a sophisticated method for funding buy-sell agreements, especially when using life insurance policies to facilitate the
A buy-sell agreement with stock redemptions is a common strategy for business succession, particularly when ownership changes due to a shareholder’s death, retirement, or departure.
The Insured Controlled Cross Purchase (ICCP) strategy is a variation of a buy-sell agreement used to facilitate the transfer of ownership in a business when
A Buy-Sell Partnership Administration Succession Strategy (PASS) is a specialized approach for managing the succession of ownership interests in a business partnership, particularly when the
