Amidst the daily hustle of managing your business, estate planning might not be a priority. Yet, having a solid plan ensures your business continues smoothly, safeguards assets from legal claims, and enables tax-efficient asset transfer to heirs.

 

If you don’t have a succession plan, you’re not alone: surprisingly, 64% of owners over 50 lack a succession plan. Regardless of your life stage, considering these 9 estate planning steps is essential for both personal and business security.

 

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