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Building a business takes an incredible amount of time, sacrifice, and hard work. During all of this, most people fail to take the crucial steps in preparing to pass along their legacy in a manner that aligns with their values. Estate planning is an important step in ensuring that your loved ones are taken care of after you pass away. It allows you to make decisions about how your assets, such as money and property, will be distributed. Estate planning also ensures that your wishes are followed if you become incapacitated. A well thought out approach may reduce the tax burden for your beneficiaries and provide for the orderly transfer of assets. Join me for this important episode where I talk with Sandy Pollack, the Founder of Trimaran Advisory Group and author of her latest book “Don’t Leave a Mess!”, about what it means to make wise choices regarding your legacy that will one day be passed along to your family.

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BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

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