Are you a Financial Planner to Healthcare Practitioners?
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Are you a Financial Planner to Healthcare Practitioners?

Did you know? Recently, a number of Financial Planners have contacted me regarding planning for Healthcare Practitioners. Their questions included: A doctor wants to explore options to reduce his tax liability. Can he register a Private Company? If so, would this be tax-efficient? A family member of the Healthcare Practitioner wants to invest in her…

What happens when a policy funding a Buy and Sell Agreement does not pay out?
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What happens when a policy funding a Buy and Sell Agreement does not pay out?

Have you ever considered this scenario? A well-structured buy and sell arrangement, policies in place, valuations in place… and then, a shareholder passes away, and the claim is repudiated. I never considered this, until I was asked a question: “What happens if a shareholder commits suicide?”. I wanted to answer immediately, but then I paused…