Personal Finance

Protecting the value of your business for the next generation

Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.



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Does your buy-sell agreement need a check-up?

Financial Planner, Mike Repak, poses some poignant questions to business owners on the importance of buy-sell agreements.



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One step could provide big savings on future estate taxes

High Net Worth Planner, Chris Haidinger, provides a simple definition of Estate Tax Portability.



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