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If you’re a regular listener of the podcast you may have heard us at some point say business owners cannot do exit planning without doing estate planning, and they cannot do estate planning without doing exit planning.

When engaging a new client, we will ask to review their current estate plan only to learn, again too often,that they either don’t have a plan or they haven’t reviewed it in years.

And, then for business partners, there is a need to coordinate with other legal planning documents like a buy-sell agreement.