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Drawing on more than 20 years of leading legal, tax, and finance firms and personally representing over 10,000 businesses and individuals from diverse backgrounds, I have repeatedly seen the same avoidable mistakes—many of them similar to those that contributed to my own bankruptcy in the mid-2000s—undermine otherwise sound ventures and family plans.

On one hand, business owners and investors typically do not end up in law school or enroll in dry topics like tax law or estate law. Yet, every decision they make or don’t make could have a legal, tax, estate, or financial consequence – some of them only surface at death.

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