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...

Annuities for Monetary Settlements: Turning Lump Sums into Security annuity investment legacy retirement settlement strategy tax planning taxes Aug 18, 2025

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 ...

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.

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

Introduction: Building on the Buy/Sell Foundation

Why Structured Annuities Are a Wise Choice for Settlement Recipients

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