Phone: 631.730.8262

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  We are experts in life, annuities, asset based long term care, and disability products. We promise the highest standard of customer service, and are dedicated to helping businesses and individuals better understand their insurance purchasing decisions.
  
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November 11, 2024

Buy-Sell Strategy: Flexibility Without Administrative Headaches

M. WIlliamson Admin News #buy sell planning, buy sell agreements, cross purchase, life insurance, Small Business Buy/Sell Agreements, stock redemption, successionplanning

When it comes to buy-sell planning, the goal is to find a balance between flexibility, tax efficiency, and keeping things simple. For buy-sell agreements, this balance is even more crucial since smooth, well-funded, and tax-smart ownership transitions make all the difference.

Interested in learning more? Give us a call (631) 730-8262!

#buysellplanning #successionplanning #crosspurchase #stockredemption

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10380 SW Village Center Drive, #406
Port St. Lucie, FL 34987

Phone: 631.730.8262
Fax: 866.275.7847

Disclaimer

This website is not intended to provide financial or legal advice, or constitute a legal opinion on any circumstances, transactions, or matters. The contents of this website are intended as general information only.

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