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
A buy-sell cross purchase agreement is a type of buy-sell agreement used among business co-owners to ensure a smooth transfer of ownership when one owner
When it comes to estate planning, one of the primary goals is to preserve wealth for future generations while minimizing tax burdens. For families looking
Today, I want to dive deep into two of my favorite assets: life insurance and real estate. I’ll explain why these two asset classes are
In the world of wealth-building, few strategies are as potent and transformative as collateralization. It’s a concept that has helped the smartest and wealthiest individuals
Debt is a word that sends shivers down the spine of many business owners and families alike. But what if managing debt effectively could actually
