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Legacy Planning


Legacy Binder for Business Owner: What to Include
A legacy binder is not only about end-of-life planning. For a business owner, it is also about making sure the people you love are not left trying to piece together your accounts, documents, subscriptions, passwords, vendors, and responsibilities under pressure. This post shows what belongs inside and how to organize it without turning it into a giant project. Join the Collective at moneymasterycollective.circle.so if you want help building calmer money systems.

Donna Roggio
1 day ago5 min read
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