In today’s complex business landscape, advisors play a vital role in guiding business owners through critical transitions, and succession planning is paramount among business owners’ concerns. While ...

Closely held businesses routinely use life insurance to fund buy-sell obligations when an owner dies. The logic is simple: the company or surviving owners need liquidity to effect redemptions or ...

If you co-own a business, here's a question worth sitting with: What would happen to your company if one of the partners were to die tomorrow? Without a plan in place, the answer could involve legal ...

Improperly structured buy-sell agreements for closely held businesses will lead to an unexpected increase in the estate tax imposed on the estate of the deceased owner. The Supreme Court decision ...