🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks down why estate planning isn’t just for the ultra-wealthy — it’s a must if you want to protect your business, your values, and your family from unnecessary taxes, confusion, and stress. ✅ Learn the difference between estate planning and legacy planning✅ Discover how to actually fund your trust and protect your assets✅ Hear personal stories and practical advice from Dawn’s own experience✅ Understand what documents you need and why your heirs must know your plan 👉 If you’re a business owner who’s built wealth and wants to keep it in the right hands — this episode is for you.