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How to Structure a Buy/Sell Agreement

One of the most devastating things that can happen to a business is the death of a significant shareholder, especially when it is a small partnership with only two or three …

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Options for Funding a Buy/Sell Agreement

A major consideration in structuring a Buy/Sell Agreement for dealing with the potential of the death of a shareholder is ensuring that the remaining shareholders have the financial means to pay …

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Understanding Spousal Rollovers

According to tax law, assets may be rolled over or transferred to a spouse with no immediate tax implications. This is known as a spousal rollover. Essentially, the spouse will assume …

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Don’t Make These Five Life Insurance Mistakes

Life insurance is an important part of managing your family’s future, and you don’t want to mess it up with a stupid mistake. Here are five common mistakes that can …

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Five Reasons Why Life Insurance Matters

Perhaps you’ve been thinking about getting life insurance, but you’ve been putting it off. You haven’t needed it yet, so how important is it, really? Here is some food for …

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