One of the most responsible things you can do for your family is plan for the transfer of your estate. By prioritizing long-term financial objectives and developing a strategy for passing wealth to your heirs and beneficiaries, you can avoid the confusion and significant tax consequences that occur without proper planning. 

Even if you have drafted a will, you should consider establishing a trust as the foundation of your estate plan. If you're a business owner, it is even more critical for you to establish clear succession plans and methods for funding those plans.

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