Succession Planning for the Business Owner and Insurance, Patrick D Coen, Partner, Zanck, Coen, Wright and Saladin PC. Patrick D. Coen PC: So life insurance can take various forms. There is whole life insurance and that has a residual value. There is term insurance which is insurance that basically only lasts for a certain term … Continued
The cost of long term care insurance premiums are going through the roof for some people. Contact Tamara Marshall to schedule a complimentary consultation to discuss how to qualify for Medicaid long term care insurance benefits, without depleting your life’s savings, and you can’t afford your premiums any longer. Over recent years, many people have … Continued
Buy/Sell Agreements, Discounts, Estate Taxes Succession Planning for the Business Owner Patrick D. Coen, Partner Zanck, Coen, Wright & Saladin PC Patrick D. Coen PC: There is another means of transferring the ownership and those are through buy/sell agreements or redemption agreements. Those are agreements that oftentimes uses insurance to help fund the bottom line. … Continued
Succession Planning for the Business Owner with Patrick D. Coen, Partner Patrick Coen PC: My name is Pat Coen, I am a partner here at Zanck, Coen, Wright & Saladin. I’ve been with the firm since 1976 which officially makes me a dinosaur. My area of expertise is business planning and that entails everything from … Continued
You don’t have to be broke to qualify for help. Alzheimer’s and Dementia are common causes for families to seek long term care for a loved one. If you haven’t planned for the cost of long term care in advance, it can be devastating financially and overwhelming emotionally. If your family is experiencing the crisis … Continued
