Leigh HarterApr 175 minWhat Can Go Wrong Without a Buy-Sell AgreementFamily involvement in businesses is a double-edged sword. It can bring unique benefits, but it can also introduce complexities in...
Leigh HarterOct 10, 20234 minTake Your Life Insurance to the Doctor: Why Policy Review is Critical Let's explore why a policy review is critical to adapt someone's life insurance to their changing goals.
Leigh HarterSep 16, 20222 minIrrevocable Life Insurance Trusts (ILIT) They're not just about tax planning! For estate liquidity, where clients are heavily invested in: - Closely held businesses - Venture capital - Private equity - Hedge funds...