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...

A Guide for Professionals

If I may borrow a moment from your busy day, let me invite you to contemplate a humble yet mighty tool in the arsenal of every competent organization—the annual resolution. Now, I know what you might be thinking: “Another piece of paper to sign? Surely we have enough documentation, don’t we?” But humor me for a moment. As a college instructor who’s spent more time with l...

Why Structured Annuities Are a Wise Choice for Settlement Recipients

Receiving a monetary settlement—perhaps from a personal injury case, wrongful death claim, or even a lottery win—can feel like both an opportunity and a challenge. The question arises: what is the best way to protect, grow, and utilize this newfound wealth? Among the many options, annuities stand out as a smart way to transform ...

Unlocking Financial Stability, Flexibility, and Opportunity for Entrepreneurs

Annuities are often thought of as retirement products for individuals seeking a stable post-career income stream. However, what many small business owners and entrepreneurs may not realize is that annuities can serve as powerful financial vehicles to support, protect, and even accelerate business growth. In this article...

How Blending Legal Services, Consulting & Coaching, and Financial Products Helps You Build and Preserve Your Legacy

In a world where change is constant and the future feels uncertain, the desire to leave a lasting legacy—one that outlives us and empowers those who come after—is stronger than ever. Yet, legacy is more than accumulated wealth. True legacy encompasses our values, vision, assets, and...