financial planning

Buy Sell Agreements

When it comes to partnerships, they can be challenging.  Like any marriage (Partnerships have been labeled marriages), good communication is key.  One conversation recommended early on revolves around a possible split.  In this scenario, a split could be due to a death or disability of one or more of the partners.  Have a properly structured and funded buy sell agreement will make the unplanned event most advantageous to all parties involved.

American National Insurance Company has a good article that I have attached here for your reference.  Contact me to discuss your specific needs.