WILL YOU BE THE ONE WHO LEADS THE SUCCESSION PLANNING PROCESS? If you think motivating your client to tackle estate planning is difficult, consider the challenges inherent in business succession [...]
UNTIL THE OTHER SHOE DROPS Estate tax uncertainty brings with it a variety of planning concerns. We examine those concerns and suggest ideas that should be considered now and in the future. FSP [...]
WHEN LIFE INSURANCE EARNS ITS KEEP It is important to understand how estate planning attorneys and life insurance professionals need to work with each other. There are many times when the [...]
PERSPECTIVES ON BUY-SELL AGREEMENTS Most buy-sell agreements have provisions that are based on underlying assumptions designed to protect the buyer or the seller. What are those provisions, and [...]