Permanent Insurance Policies as the Cornerstone of Legacy Planning business insurance investment legacy retirement strategy tax planning taxes Jan 07, 2026

Maximizing Wealth Transfer, Protection, Liquidity, and Tax-Free Retirement Strategies

When navigating the complex world of legacy planning, we all must focus on tools that offer both flexibility and certainty. Among the available options, permanent insurance policies stand out as powerful, multidimensional assets. Yet despite their versatility, these policies are often underestimated or misunders...

How to Fund a Buy/Sell Agreement: Solutions for Business Owners business buy/sell financing insurance legacy settlement strategy Oct 13, 2025

Funding Options for Buy/Sell Agreements—A Guide for Modern Business Professionals

Introduction: Building on the Buy/Sell Foundation

If you read our recent blog post about the critical importance of buy/sell agreements, you already appreciate how essential these contracts are for safeguarding your business’s continuity, your partners, and your legacy. Buy/sell agreements are truly one of the unsu...

Joshua Swain is a dedicated enthusiast of business, real property, and energy. With a deep passion for these fields, Joshua is committed to sharing insights that empower others to navigate and excel in these critical areas. His approach is grounded in a keen understanding of the evolving landscape in business and real property, along with a profound interest in the dynamics of the energy sector. Through thoughtful exploration and analysis, Joshua strives to provide valuable information that helps individuals and businesses make informed decisions, fostering growth and success in these vital domains.

Maximizing Wealth Transfer, Protection, Liquidity, and Tax-Free Retirement Strategies

Funding Options for Buy/Sell Agreements—A Guide for Modern Business Professionals

Introduction: Building on the Buy/Sell Foundation

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