top of page


When Buy–Sell Agreements Fail, It’s Never the Paperwork
How high-performing business owners structure and fund Buy–Sell Agreements to ensure continuity, control, and liquidity when a partner exits due to death, disability, retirement, or dispute.
John McDonough
Feb 33 min read


Why Fee-Only Fiduciary Advisors Dismiss Cash-Value Life Insurance, and Why Agreement Is Often Impossible
An examination of how fee-only fiduciary advisors evaluate cash-value life insurance, and how differing objectives around liquidity, risk, and taxation shape those views.
John McDonough
Jan 295 min read


ILIT vs. Revocable Trust: Which Is Better for Your Estate?
Discover the key differences, tax implications, and why sophisticated estate plans use both to protect wealth and legacy.
John McDonough
Dec 30, 20253 min read
bottom of page