THE WEALTH STRATEGIST
October 27, 2006  Volume 2 | Issue 1
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Sharing the Family Secrets

David J. Goldberg, CRPC

If you’re an adult, and if one or both of your parents are still alive, you have an obligation to your family to learn everything you may need to know about your parents’ finances, in the event that one or both parents become seriously ill or inju...

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Business Longevity using Buy-Sell Agreements

James K. Michaelis, CLU, ChFC

When it comes to small firms or closely held corporations, many employees and shareholders are concerned about what might happen to their career or the business if one of the owners dies. In order to sell your operating business you need a willing...

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