Strategic Succession: Bridging Governance and Legacy
From Planning Documents to a Living Strategy
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Show notes
A signed document is not the same thing as a functioning succession strategy.
Episode 30 explores why estate planning should be treated as an evolving system rather than a one-time transaction. This episode examines why ongoing review, communication, advisor coordination, governance, and preparation of the next generation are essential to ensuring that a plan continues working as assets, families, laws, and long-term goals change.
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