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 ...
All U.S. closely held businesses just received a warning from the highest court in the land that they should review their succession plans (or else risk a higher tax bill for the estates of their ...
Improperly structured buy-sell agreements for closely held businesses will lead to an unexpected increase in the estate tax imposed on the estate of the deceased owner. The Supreme Court decision ...
A recent Supreme Court decision could have a major impact on the structuring of buy-sell agreements for closely held companies and the way life insurance is used to fund such arrangements. This week, ...
Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...
Not that long ago, superannuation was a minefield if you wanted to hold insurance policies within it to fund business succession. At the time, many business owners would have been hit by the super ...
Q: Our agency sells travel insurance. We have no license to sell it, but the insurance company we use tells us that neither our company nor our staff needs one. Is that correct? The insurance company ...
Honda has joined Tesla, Ford, GM and other carmakers in offering its own insurance at the time it sells you a car. It used to be that after you picked the car you wanted, you’d be sent to the dealer’s ...
If you have life insurance but no longer need the coverage, or you are looking for ways to make some cash, you may be wondering if you can sell your life insurance policy. Fortunately, selling a life ...
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