20 Feb How to Sell a Business with Partners

Posted at 10:00h in Business Planning, Business Succession, Financial Protection

The Deal You’ve Dreamed Of… or a Nightmare That Ends in Lost Friendships and Lawyers? Selling your business should be the biggest payday of your life. But if you have partners,...

09 Nov How to Prepare for the 2026 Cliff: Leveraging Installment Sales to Trusts

Posted at 19:41h in Business Succession, Financial Protection, Trusts

For many high-net-worth families, a business represents not just wealth but a legacy. Passing it on to the next generation in a tax-efficient manner is a key estate planning goal. ...

24 Oct How to Arrange Insurance Funding of Your Buy-Sell Agreement

Posted at 12:30h in Business Planning, Estate Planning, Financial Protection

Is a Special Purpose Insurance LLC the Answer? When planning your buy-sell agreement with your partners, how will you handle the insurance funding of your plan? Many companies use cross-purchase arrangements for...

04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game. It was great catching up with all of them after many...

09 Jul Trusts: Revocable vs. Irrevocable

Posted at 15:41h in Estate Planning, Financial Protection, Trusts, Wills

Spring Lake. Fish Tacos. Asbury Park. Betty’s Icebox. The 4th of July was full of memories! Hope you and your family enjoyed the holiday, too. Let’s get into this week’s topic. “I...

05 Jul Why Every Business Owner Should Consider a Legal Audit

Posted at 11:46h in Corporate Transparency Act, Estate Planning, Financial Protection, Trusts

As a business owner, it’s easy to get caught up in the day-to-day operations. As Michael Gerber says in The E-Myth Revisited, your attention is working in the business rather than on the business. Especially...

05 Jul Selling Your Business? Make Sure You Avoid Danger After the Sale

Posted at 11:23h in Business Planning, Business Succession, Financial Protection, Wills

Looking to sell your company and be rewarded for your years of hard work? You may be thinking that after you sell your company, you’ll finally be able to relax...

27 Jun Do Sole Owners Need a Buy-Sell Agreement?

Posted at 11:49h in Business Planning, Business Succession, Estate Planning, Financial Protection, Wills

Happy Summer! This weekend we celebrated my nephew, Jack’s, high school graduation(he’s the tall one in the pics). I can still remember visiting him for the first time after he was...

28 May Why Your Living Trust Might Fail

Posted at 13:37h in Estate Planning, Financial Protection, Trusts, Wills

The Critical Importance of Proper Funding “I couldn’t believe my father paid $4,000 for a trust that didn’t work.” I still remember my friend, Amy’s, words as she told me her heartbreaking...

30 Apr Myth: All I Need is a Will

Posted at 12:28h in Estate Planning, Financial Protection, Trusts, Wills

Looking into estate planning leaves many with information overload. You’ve probably heard that “everybody” needs a will. You may have even heard that “estate planning” is important for your family. But what does...