Estate planning strategies for a family-owned business

Name: Estate planning strategies for a family-owned business
Uploaded: 2025-10-06T09:15:06-04:00
Duration: 1 h 2 min 5 s
Description: In this video, Herb and Max discuss a case study for the Resnick family's personal financial planning as they consider selling their contract manufacturing business and relocating to Boise. They emphasize the importance of estate tax reduction strategies, including the use of trusts and the unified credit exemption, to minimize tax liabilities.

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XPX Global

1 month ago