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Life Insurance Planning With Closely Held Companies in a Post-Connelly World

On June 6, 2024, closely held business owners learned that the highest court in the land may have significantly increased the valuations of their business interests; however, this wasn’t a moment for business owners to rejoice.

Read "Life Insurance Planning With Closely Held Companies in a Post-Connelly World" by Brian G. Smith, Caitlin C. Fitzsimons, and Brianna Johnson-King, published by WealthManagement.com. (subscription)