The Supreme Court Had Its Say –
What Now?
It is fairly rare for the Supreme Court to issue an opinion that impacts the worlds of planning and life insurance – but that happened this term with the Court’s decision in Connelly v. United States and its impact on buy-sell agreements.
Buy-sell agreements are crucial tools in the realm of business continuity planning as they help ensure the seamless transition of ownership interests in the event of a partner’s death, disability, or departure.
Typically, life insurance is an integral component of buy-sell agreements, providing the necessary liquidity to facilitate the transfer of ownership. However, recent developments, particularly the Connelly decision, have significant implications for these arrangements.
At the link below, we explore the impact of the decision and offer insights into how business owners can navigate this new legal landscape.
At C3 Financial Partners, we work with business owners and their advisors to help create business planning that provides continuity and peace of mind.
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IRS Applicable Federal Rate Update
For the second straight month, the AFR rates saw decreases in each of the short-term, mid-term, and long-term rates. To see the updated rates, head to the link below.
And please note – you can access the link on our homepage to check current and historic AFR rates at any time!
See The AFR Report
Can You Get Away From It All?
This digital age means that our financial world is always at our fingertips. While this offers unprecedented convenience, it also means that financial stress and decision-making follow us everywhere.
In this article, our Founder, Todd Healy, discusses the challenge of managing this constant accessibility in a way that supports our goals without overwhelming
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A Constant In A World Of Change
A theme in this month’s newsletter is change. Navigating these constantly evolving variables can be difficult, particularly when it comes to life insurance.
We can help and serve as a resource for you and your clients. Whether it is questions about how the latest news impacts life insurance, wondering if there is a solution to a vexing planning problem, or reviewing existing life insurance policies, we are here to provide clarity, confidence and coordination.
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Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment advisory products and services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. C3 Financial Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
The information presented here is for educational purpose only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors. This material is not intended to provide and should not be relied on for tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated.