Corp Succesn

Succession Planning, Business Transitions

	Do you need to sell a business or pass your business on to the next generation?
	Would you like to begin passing wealth on to the next generation today rather than waiting until it's too late for you to enjoy it?

What you may need:

...one man's sunset is another man's sunrise...

	WFS can prepare a number of strategies by working with you on your particular situation.
	First we will discover and refine your goals and create a strategy with you through a meaningful dialog discovery process.
	Then we can determine which strategy might be right for you.
	Create a specialized tax strategy to achieve your goals.

Corporate Transfer Services

	WFS may set up a GRAT (Grantor Retained Annuity Trust) to help pass on wealth to the next generation
	WFS can set up a Family Limited Partnership (FLP) to achieve asset discounts of 40% to 50% which make transfers significantly easier
	WFS may utilize a RMA (Restricted Management Account) to achieve asset discounts, or layer RMAs within FLPs
	WFS can help you take appropriate steps to maximize the value of your business so that your firm fetches the maximum possible price
	We may utilize Crummey Trust or ILIT (irrevocable life insurance trust) to allow your children or grandchildren to takeover the firm without paying huge gift or estate taxes.
	A Living Trust may be right for you
	WFS can organize a sweat equity stock option based transfer of ownership.
	A Charitable Remainer Rrust may be just the thing
	A Charitable Lead Trust may work out the best

There is no cookie-cutter formula for transferring wealth while minimizing taxes. We will personalize an approach that works for you, your beneficiaries, and your firm.

Get more information Warren Financial Service

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