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Preparing to Meet With Your Transition and Estate Planning Team

Gary Hachfeld, David Bau and, C. Rob Holcomb (May, 2014)

Summary

Your business transition and personal estate plan is your road map into the future. It is the document you take to your transition and estate planning team to begin the process. They need to know what you want to have happen to your assets and more importantly what you do not want to have happen to your assets.