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Executive Issues

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Margolis & Associates Services - Executive Issues
The Margolis & Associates staff understands the underlying business issues in maintaining executive compensation programs. We help businesses of all sizes and across all industries to address the full range of legal, financial, and administrative issues relating to their insurance and compensation plans.
KEY PERSON INSURANCE

Focusing on keeping your hard earned assets from needlessly going to the government.

Services include consultations on wills and trusts with Estate attorneys. Planning focuses on a combination of strategies to shift asset ownership and ways to help pay the tax bill which can be 55% to 75% of assets over the allowable exclusion limit.

EXECUTIVE BENEFITS

In today’s competitive marketplace it is more important then ever to retain and attract top executives.

Deferred Compensation plans may help in this important factor by offering these key executives additional benefits to their salary and or 401 K plans.

BUSINESS CONTINUATION

You may think that if you die your family could maintain their income by taking over in your place. Although that is possible, it is usually not practical.

If you or your partner dies, each of you may not want their partner’s spouse as their new partner. This is where a Buy-Sell Agreement comes in. It is an agreement between the owners backed by life insurance to buy out the deceased owner’s share of the business in the event of the co-owner’s death. Buy-Sell Agreements are usually funded by a life insurance benefits sufficient enough to buy out the deceased’s share of the business.

ESTATE PLANNING

Focusing on keeping your hard earned assets from needlessly going to the government. Services include consultations on wills and trusts with Estate attorneys.

Planning focuses on a combination of strategies to shift asset ownership and ways to help pay the tax bill which can be 55% to 75% of assets over the allowable exclusion limit..

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