Few business owners want to work with the spouses or children of a partner who can no longer perform their duties. In this situation, buy-sell agreements are best for severing ties. When a company has ...

There are two significant reasons for a client to have an updated and funded buy-sell agreement. One is to allow the surviving partner to maintain sole control of the business if one of the owners or ...

Fifty-three percent of family business owners have a buy-sell agreement. Are you one of them? A buy-sell agreement can protect your business against many unexpected events. When preparing your ...

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 ...

Business owner clients seeking to use the shrinking estate-tax window to pass down closely held shares may need to think through new or updated buy-sell agreements. For business owners trying to ...

On June 6, the U.S. Supreme Court directly addressed the topic of life insurance in the case of Connelly v. United States. The court does not commonly issue decisions in the life insurance space and ...