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Reena Gulati Blog

Business Succession Planning: Five Mistakes Owners Don’t See Until It’s Too Late
Most business owners don’t avoid succession planning because they’re careless. They avoid it because the business is busy, the future feels far away, and talking about it feels uncomfortable.rnBut succession planning rarely becomes urgent on your schedule.rnIt becomes urgent when someone gets sick. When a partner wants out. When a key employee leaves. When a buyer shows up with a real offer. Or when something happens that no one wants to imagine, and suddenly the business is expected to keep running anyway.
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What Is Estate Tax Planning? (And Why New Yorkers Shouldn't Ignore It)
Estate tax planning helps reduce the tax burden on your estate when you pass, especially important in New York, where state-level estate taxes can catch families off guard. This post explains key strategies to protect your wealth and transfer it efficiently.
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