Casey Cerson

Maximizing a legacy

My wife is a legal assistant for an estate lawyer. Regularly, she gets involved in settling estates for their most senior clients who have left behind hundreds of thousands, if not millions, of dollars. Once involved in a case, she soon becomes familiar with the estate. More often than not, she discovers the deceased was […]

By Casey Cerson |May 31, 2010

4 min read

Life

Cerson: Funding a continuity agreement

Recently, I met for a scheduled coaching session with one of the independent advisors I support. He has a successful and well-established financial-planning practice. He was concerned with the potential impact on the value of his books of insurance policies and mutual funds should he die or become incapacitated. As Vince Valenti pointed out in […]

By Casey Cerson |April 1, 2010

3 min read

Industry

Buy/sell strategy can fund continuity agreement

Recently, I met for a scheduled coaching session with one of the independent advisors who I support. He has a successful and well-established financial-planning practice. He was concerned with the potential impact on the value of his books of insurance policies and mutual funds should he die or become incapacitated. As Vince Valenti pointed out […]

By Casey Cerson |March 19, 2010

3 min read