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This is one thing in life that is an absolute certainty: death. So how you leave your business, assets, and responsibilities behind matters. Sandy Pollack, CFP, CLU, TEP, FEA, MFA-P, is akin to the MBA Way with her collaborative, comprehensive approach to Estate Planning. Without a plan, your loved ones could be left with unnecessary headaches, legal battles, and financial chaos.

The key to disaster-proofing your legacy is intentionality. Your wealth should serve your lifetime and be strategically put to use after you're gone. Open communication with your family about inheritance is crucial—silence often leads to the “lottery crisis," disputes, resentment, and estate litigation that benefits lawyers more than your beneficiaries.

Work with collaborative professionals who can guide you through a seamless planning process. Estate planning is not a one-time event but a living, breathing process that evolves with your life. Whether it’s structuring your business, setting up trusts, or having honest conversations with your heirs, every step you take today ensures a smoother future for your family.

Don’t Leave a Mess provides actionable steps and exercises to help you take control. Don’t wait until retirement—start today! Your legacy should be a gift, not a burden.

What’s Inside:

• Why is Estate Planning important?
• What happens when you don't prepare and plan?
• When should you start planning your estate?

Mentioned In This Episode:

Don’t Leave a Mess!
MBA CPA