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Business leaders create a business succession plan to pass leadership roles down to employees. These plans ensure that businesses continue to run smoothly and without interruption, after leaders retire, pass away, or leave for new opportunities.

Revocable living trusts help shelter estate assets from probate. They help to shield private finances from public scrutiny and provide additional control over the disposition of assets after their owner’s death. Trusts can also save money and minimize the time it takes to settle an estate.

Revocable living trusts help shelter estate assets from probate. They help to shield private finances from public scrutiny and provide additional control over the disposition of assets after their owner’s death.

A pour-over will is a legal document that ensures an individual's remaining assets will automatically transfer to a previously established trust upon their death. These wills are normally created alongside a trust.

Here is another reason why estate planning is never a one-and-done project.