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November 19, 2014May 9, 2018 by Jeff Devlin Posted In: Business Succession & Estate Planning

Buy Sell Agreement Funding (Disability Insurance) – PART 2

(Back to Part 1 HERE) Are there other options? If your business partner dies as a result of their illness or injury, you have the option of a share buyout. You can design a company Buy Sell Agreement to activate when your business partner falls ill, due to cancer for example, with Critical...

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November 19, 2014May 9, 2018 by Jeff Devlin Posted In: Business Succession & Estate Planning

Buy Sell Agreement Funding (Disability Insurance) – PART 1

In our previous post, we discussed how to purchase the shares off the estate of a recently deceased partner, allowing you to avoid being in business with your former partner’s spouse. The reason for this is that they most likely would've had no involvement in your business before, and wouldn't be...

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Elementus Wealth
  • About
    • Meet the Team
    • In loving memory – Kumiko Umeno
    • Careers
    • Mission and Values
  • Service Areas
    • Entrepreneurial Wealth Management
    • Business Succession & Estate Planning
    • Employee Benefits Planning
  • Willing Wisdom ™
  • Blog
  • Contact