Estate planning

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Estate Planning for Small Business Owners: Securing Your Legacy

Estate planning is a crucial process for small business owners who want to secure their legacy and ensure the smooth transition of their business in the event of their death or incapacitation. Proper estate planning involves creating a comprehensive strategy to manage your assets, minimize tax liabilities, and provide clear instructions for continuing your business. …

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A piece of paper that reads “Estate Planning” with a pen and glasses on top of it in Birmingham.

Why is a CPA Important in My Estate Planning

Estate planning is the process of arranging for the distribution of an individual’s assets and wealth upon their death. Ideally, estate planning in Birmingham, AL is a coordinated effort of a team of professionals such as CPAs, attorneys, and investment advisors. The Key Components While specific components can vary based on your circumstances, it’s important …

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