Business Continuation

Posted on April 18, 2013

Business Continuation

Life Insurance like other fixed income assets

Posted on May 11, 2012

Fact or Fiction – I will be in a lower tax bracket when I retire.

Posted on May 8, 2012

Historical-Taxes—Story-line

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 should one of the partners step out. The plans also will provide a tax-free income stream in retirement.

We also planned for the effect of a long term disability to a partner and solved the issue with specially designed tax-free income plans.

Although we are not at this point yet, I will be able to help them obtain medical and dental insurance for their company as well as set up a retirement plan.

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 the assets during her lifetime before they go to the hiers