by Christian Manalli | Feb 12, 2025 | Sales Rep Articles, J. Christian Manalli
Last quarter I explained the probate process and promised this quarter to write about how to avoid probate and to explain the advantages of preparing a revocable trust-based estate plan. When a loved one dies it can be difficult to access their assets, handle their...
by Christian Manalli | Nov 7, 2024 | Sales Rep Articles, J. Christian Manalli
When a loved one dies it can be difficult to know how to access their assets, manage their mortgage and other debts, and wind up their affairs. With limited exceptions, the only way to access assets owned by a person in their individual name is through probate, even...
by Christian Manalli | Aug 28, 2024 | Insights, J. Christian Manalli
Insured buy-sell agreements have long been a key component for succession planning for closely held businesses. A buy-sell agreement is a legal contract that sets forth the terms for the transfer of a deceased owner’s share of the company on death. The purchase price...
by Christian Manalli | Jul 18, 2024 | Sales Rep Articles, Insights, J. Christian Manalli
If you own a business with one or more other people, have you thought about what would happen if one of you died tomorrow? An insured buy-sell agreement is a solution that allows your business to continue operating by providing a source of funds to compensate the...
by Christian Manalli | May 22, 2024 | Sales Rep Articles, Insights, J. Christian Manalli
Lack of familiarity with fringe benefits can cause business owners to overlook tax-free perks and incentives they could be offering to prospective hires or providing to their current employees (and their spouses and dependent children) at minimal cost. The following...
