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Financial Planning Services: Estate and Business Succession Planning

Estate planning and business succession planning can be overwhelming if you try to handle it alone. You will need to consider many factors such as state taxes, health care concerns, eligibility of heirs, life insurance, appraisals, IRAs, 401Ks, annuities and so much more. It is essential that you know your financial and legal rights, before you get started with your estate and business succession planning in Georgia & the Southeast Region.

With qualified help, you can better plan what happens to your estate when you’re gone and you can also plan a seamless exit from your business when the time is right.

Business succession planning can be just as complicated as estate planning. At some point you will leave your business, whether it’s for retirement, to do something else or death. You need to have a plan in place that protects the business and of course your heirs / dependants. Early business succession planning can help you to maximize on the value of your business.

How We Can Assist You with Estate Planning

At WMBO CPA Group, we can assist you with defining your financial goals, organizing a team of experts in law, finance and taxes and also evaluating the estate planning options available to you. We will assist you with preparing and reviewing your estate planning documentation such as trusts, health care, wills and power of attorney. Probate can also be used to decrease potential problems and costs. With our assistance you can minimize taxes due at the time of death and also ensure that arrangements are set in place for the management of your estate in the event of incapacitation. Our professional financial advisors will help you to set mechanisms in place to ensure that your estate is transferred to your heirs in the manner you desire and that your estate is correctly liquidated to cover any taxes and expenses outstanding.

How We Can Help You with Business Succession Planning

At WMBO CPA Group, we can assist you with setting your business succession plan in place. We will advise you on viable options and ensure that you have thought of every aspect of the plan. With our assistance you can include the details for the following in your business succession plan: your chosen successor or business partner, whether the succession will be a partial or full succession, any proposed skill retention strategies, changes to any key personnel, potential restrictions, legal arrangements, reference to your will, management of risk and financial considerations including that of your retirement income, tax responsibilities and sale price of the business.

Contact WMBO CPA Group for Advice on Estate and Business Succession Planning in Georgia & the Southeast Region

At WMBO CPA Group, our partners are well versed in estate and business succession planning and we aim to help our clients to have complete peace of mind. Our financial planning services will ensure that you are prepared and that those around you are protected in the event of your death or exit from your business

For more information and advice on our estate and business succession planning services Georgia & the Southeast Region, contact us at WMBO CPA Group today.

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