beneficiary designation

Quick Read – Estate Planning Flow Chart

We’ve created an easy to understand flow chart to help you understand the steps and exactly what happens during the process. Check it out now! LINK

Owner and Beneficiary Designations on Buy-Sell Arrangements

CASE STUDY Situation: One of the most frequent questions posed to DBS’s in-house Advanced Marketing Attorney by financial representatives concerns the appropriate owner and beneficiary designation of a life insurance policy for a business buy-sell arrangement. Frequently, business owners want their business paying the premiums and they mistakenly believe that this means the business needs […]

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