Blog

When is an Irrevocable Life Insurance Trust Right for Me?

An Irrevocable Life Insurance Trust (ILIT) can be a valuable estate planning tool, but how do you know if it’s right for you, and how to fund it? Read on for expert guidance on the main factors to take into account when considering an ILIT.

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Private Transaction Structures: Asset vs Stock Sales

Understanding the difference between stock sales and asset sales is essential for participants in business transactions. This article delves into the distinct advantages and considerations related to taxes, liability protection, and asset control for each method.

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Exit & Succession Financial Planning

Legal, accounting, and financial planning advice can guide you to the best possible outcome when you’re selling your Chesapeake Corridor small business.

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Understanding the Disconnect: Exploring Inconsistency Between Estate Planning and Business Planning Documents

Lack of coordination between your estate planning and business planning documents can lead to unintended consequences like disputes among beneficiaries, tax liabilities, and disruptions to business operations. This article shows how to mitigate risk by building consistency between estate and business planning.

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Your Guide to Cash Balance Plans

Small businesses need every advantage. This article outlines strategies to reduce tax exposure and maximize long-term growth.

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Tax Planning Strategies for Small Businesses

Small businesses need every advantage. This article outlines strategies to reduce tax exposure and maximize long-term growth.

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