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 ...

I recently attended a charitable planning conference that brought together the top professionals from the charitable development sector with experienced attorneys, financial planners and accountants ...