Don’t Wait Until It’s Too Late

Posted by on Feb 14, 2015 in Business Owners, Estate and Trust Planning, Goal Achievement, Goals, Investments, Life Insurance, Retirement | 0 comments

The focus here is to educate you with the benefit of my experience and research, so you can avoid mistakes in your estate, business and life insurance planning going forward or fix the ones you might have made, if possible. Wisdom comes from experience and research over time. Hopefully, we all learn from our experiences and those of others as well. Why do we repeat so many mistakes in protecting our families, estates and businesses if we can readily access the experience and knowledge that we need? The reasons may be that: planning with life insurance is intangible, and therefore, difficult...

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Business Continuation – The Urgent Need for a Buy-Sell Agreement

Posted by on Feb 18, 2013 in Business Owners | 0 comments

If you’re like most business owners, you focus your attention on building your business and persevering through everyday obstacles and issues that crop up.  Your business may have significant value, but what is it worth if you were to borrow money or try to sell it? What would the value be if you were to become disabled or pass away? How would your family derive the economic value that your business should have for them? 70% of small businesses die with the founder, because 80% of them have no business continuation plan other than to keep forging ahead with everyday business...

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