Case Studies

Business Planning

Posted 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…

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The Divorced Family Plan

Posted 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 …

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