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Insurance For Entrepreneurs: Affordable Alternatives To Estate Planning

When creating an estate plan, entrepreneurs generally look to ensure their heirs and beneficiaries receive assets in a way that effectively manages and minimizes estate taxes, gift taxes, and other potential tax and administrative costs. This can be pretty tricky, depending upon the components of the estate, their value, ownership structure, and even the state where the assets, and the entrepreneur, are located. Learn more about estate planning and affordable alternatives.

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Manage Business Risk: Answers To Your Top Buy-Sell Agreement Questions

Cindy Fields is President & Founder of Loyalty Alliance, Inc. and Achieve Beyond! Cindy is a Wall Street veteran with over thirty years of experience in financial services, working with high-net-worth individuals and businesses. She was one of the first professional women to work in private equity on Wall Street and is considered an industry pioneer.
Cindy Fields
I’ve been getting many questions from business owners on managing their business risks. As a result, I’ve decided to write a series of short posts to address their needs.  These are to be educational thought starters. I hope you find them helpful! Now, on to today’s...
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