225.300.4810
Menu
Home
–
Resources
Business Owner Resources
–
Business Insurance & Investing
–
Business Planning & Concepts
–
Legislative Highlights
–
Retaining Key Employees
–
Starting or Buying a Business
–
Tax Considerations
–
Close
Individual Resources
–
Financial Planning
–
Managing Debt
–
Investment Resources
–
Personal Retirement Planning
–
Workplace Resources
–
Close
Tax Professionals Resources
–
Close
Concepts
Education Planning
–
Estate Planning
–
Investment Planning
–
Government Benefits
–
Military Service Members
–
Protection Planning
–
Retirement Planning
–
Special Situations
–
Tax Planning
–
Tax Planning with Life Insurance
–
Women’s Resource Center
–
Close
Life Events
Buying a Home
–
Caring for Aging Parents
–
Changing Jobs
–
Coping with Unemployment
–
Financial Windfall
–
Getting a Divorce
–
Getting Married
–
Long-Term Care Planning
–
Loss of Spouse
–
Nearing Retirement
–
Planning an Estate
–
Planning Business Succession
–
Planning Retirement
–
Saving for College
–
Starting a Business
–
Starting a Family
–
Starting Out
–
Close
Videos
–
Contact Us
Planning Business Succession
Business Owners: Equalizing Estate Distributions to Your Children
READ MORE »
Business Succession Planning Alternatives
READ MORE »
Buy-Sell: Cross Purchase vs Entity Purchase vs One-Way
READ MORE »
Buy-Sell: Cross Purchase vs Entity Purchase vs Wait and See
READ MORE »
Buy-Sell: Cross Purchase vs. Entity Purchase vs. Section 303 Stock Redemption
READ MORE »
Buy-Sell: Cross Purchase vs. Entity Purchase vs. Trusteed Cross Purchase
READ MORE »
Can I transfer my business through my will?
READ MORE »
Comparison of Buy-Sell Funding Methods
READ MORE »
Determining the Value of Your Business
READ MORE »
Estate Planning Key Numbers
READ MORE »
Funding a Buy-Sell Agreement with Disability Insurance
READ MORE »
Funding Your Buy-Sell Agreement with Life Insurance
READ MORE »
Funding Your Buy-Sell Agreement with Tools Other than Insurance
READ MORE »
Gifting Your Business
READ MORE »
How can I keep my business in the family?
READ MORE »
I own a business. Are there any creative ways I can use life insurance in my business?
READ MORE »
Keeping Your Business in the Family
READ MORE »
Minimizing the Taxable Value of a Business (Estate Freeze)
READ MORE »
Other Transfer Strategies and Considerations
READ MORE »
Overview of Buy-Sell Agreement Forms
READ MORE »
Planning for Succession of a Business Interest
READ MORE »
Selling Your Business to Family
READ MORE »
Selling Your Business to Nonfamily
READ MORE »
Short-Term Contingency Planning
READ MORE »
Transferring Your Business Interest with a Buy-Sell Agreement
READ MORE »
Using a Buy-Sell Agreement when Selling your Business to Nonfamily
READ MORE »
What is a family limited partnership and will it help reduce Estate taxes?
READ MORE »