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7.2.9 Create an Estate Plan

Effective estate planning helps to limit tax exposure, provide clear instructions on how the business should go, and provide for your loved ones, business partners, and workers who depend on your firm. These plans are essential even if you become unable to function. There is no substitute for having a skilled estate planning lawyer assist you in putting together a solid strategy.

A personalized financial strategy is continually being developed. Find trustworthy advisors who can guide you and assist you in formulating concrete actions. These tactics will optimize performance and demonstrate to clients and staff that you care about their welfare. Successful small business financial planning is a continuous activity.