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Why Estate Planning Should Start Before Wealth Peaks
Most people think estate planning is something you do after you've "made it."
After the big exit.
After the portfolio matures.
After retirement is in sight.
But what if waiting is the very thing that puts your wealth at risk?
In this weeks episode of Matchlit Money, Danita Harris, CAP unpacks why estate planning is not a post-success activity -- it's a growth strategy. As income rises, visibility increases, businesses scale, and assets expand, so does exposure. Without structure, momentum can quickly become vulnerability.
This episode explores:
Why estate planning is about protection during…
The skinny
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