Case Studies

Business Planning

Posted on May 20, 2011

I have clients who recently formed a business partnership. Beyond signing paperwork and filing with the Commonwealth, there are many aspects of a partnership that are overlooked. We developed a business succession plan and both partners insured each other with a buy sell life insurance arrangement. This would allow cash flow and facilitate business continuity  Continue Reading »

The Divorces Family Plan

Posted on January 8, 2011

The successful Businessman gets divorced and remarries a few years later. He accumulates assets but wants to make sure that his children gets some assets. A policy is put in place which gets money to his two children and his wife can live in thier luxury condo for the rest of her life and enjoy  Continue Reading »