Wealth Planning

A Buy-Sell Innovation

Traditional buy-sell agreements can't always solve all problems dealing with death, retirement, withdrawal and disability without creating difficulties with income tax, estate tax, step-up in basis, alternate minimum tax (AMT) and transfer for value to name a few. So here's a strategy suggestion: With an eye to the final regulations for split dollar, best practices from corporate owned life insurance

Lawrence L. Bell | Dec 01, 2009

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Traditional buy-sell agreements can't always solve all problems dealing with death, retirement, withdrawal and disability without creating difficulties with income tax, estate tax, step-up in basis, alternate minimum tax (AMT) and transfer for value — to name a few.

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TAGS: Wealth Planning

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