Category: 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 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
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
An insured buy-sell agreement is a solution that allows your business to continue operating by providing a source of funds to compensate the deceased owner’s family for his or her share of the company, without having to...
