Reviews

“We are not going to live forever !!!!!  ‘Don’t leave a Mess’ is a comprehensive guide for all families, not just business families. It is one of the most comprehensive and practical approach books I have read on managing and navigating the complexities of leaving an orderly transition so that loved ones are not left a mess after ones passing. The Author provides step by step advice on how to successfully transition from one generation to the next and maintain harmonious family relations. This book contains valuable insights that can benefit every reader and is an excellent resource.

I have read so many books on succession planning, family enterprise, family business, estate planning etc. Two books stick out as comprehensive, simplistic, holistic and impactful. The Harvard’s Family Business Handbook and Sandy’s Don’t Leave a Mess.”

— STEVE GORDON, Cliffbrake Corporation

“If you have taken the time to build assets and care deeply who receives these on your passing and want to ensure you pay the minimum taxes - read this book.  This book clearly walks you through the emotional and practical process of leaving your estate and ensuring the best possible outcome is achieved.”

— DIANE McCURDY, CFP, CEO, McCurdy Financial Planning Inc., author of bestseller, How Much Is Enough? Balancing Today’s Needs with Tomorrow’s Retirement’s Goals.

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