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Monthly Archives: January 2025

5Checklist

A Checklist For Business Succession Planning

By Legacy Protection, LLP |

As a business owner, a business succession plan is critical for a seamless transition if you ever decide to leave the business. If you do not have a business succession plan, your family and co-owners may not know how to act if you become disabled, retire, or pass away. Without a business succession plan,… Read More »

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What Is A Pour-Over Will And A Trust?

By Legacy Protection, LLP |

Drafting a living trust as the foundation of your estate plan has multiple benefits for many people. One of the biggest advantages is that when a living trust is properly executed and funded, it can help your loved ones avoid the probate process. Probate is a court-supervised process that can create delays for your… Read More »

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