Estate Planning Services for Business Protection
Protect Your Business, Family & Parnters
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At Prospective Bookkeeping & Taxes, we understand that protecting your legacy goes hand in hand with managing your finances and business. That’s why, in addition to our business tax and consulting services, we proudly offer Estate Planning Services designed to give you peace of mind today and security for tomorrow.
Why Estate Planning Matters
Estate planning is more than writing a will—it’s about making sure your assets, business, and loved ones are protected according to your wishes. With the right plan, you can:
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Ensure your family avoids unnecessary probate delays and costs
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Minimize tax burdens on your estate
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Protect your business succession strategy
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Gain confidence knowing your healthcare and financial directives are clearly stated
Our Estate Planning Solutions
We provide a seamless, personalized process that covers the essentials:
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Wills & Living Trusts – Establish how your assets will be distributed and avoid probate where possible.
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Powers of Attorney – Appoint someone you trust to manage financial or healthcare decisions if you cannot.
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Healthcare Directives – Make your medical preferences clear in advance.
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Business Succession Planning – Secure your business’s future with tax-efficient transfer strategies.
For business owners, one of the most effective estate planning tools is a trust-owned LLC. Here’s why:
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Asset Protection: By holding your LLC inside a properly structured trust, you separate your personal assets from your business liabilities. This creates an extra layer of protection against lawsuits, creditors, or unexpected business risks.
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Privacy: Trust ownership allows you to maintain privacy, since trust records are not public in the same way probate proceedings are.
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Continuity: If something happens to you, a trust ensures your LLC operations transfer smoothly to your chosen successor without court involvement.
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Tax Efficiency: When paired with our business tax strategies, a trust-owned LLC can reduce estate taxes, shield income, and provide flexibility in how profits are distributed.
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Control with Protection: You can continue to manage your LLC during your lifetime while safeguarding its future through trust instructions.
This structure is especially powerful for entrepreneurs and small business owners who want both liability protection and a clear succession plan that keeps their business thriving for generations.
Our Estate Planning
Our Partnership
With Encorestate Planning
To deliver comprehensive solutions, we’ve partnered with Encorestate Planning, a trusted firm specializing in deed registration and final attorney review. This partnership ensures:
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Proper deed preparation and recording with county offices
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A licensed attorney’s final review for compliance and peace of mind
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An integrated approach that connects your tax, business, and estate planning in one place
Why Choose Us?
Unlike traditional firms that only handle one piece of the puzzle, we combine tax expertise, business consulting, and estate planning under one roof. This means your estate plan isn’t just legally sound—it’s also aligned with your tax strategies and long-term financial goals.
Get Started Today
Our Estate Planning Solutions
We provide a seamless, personalized process that covers the essentials:
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Wills & Living Trusts – Establish how your assets will be distributed and avoid probate where possible.
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Powers of Attorney – Appoint someone you trust to manage financial or healthcare decisions if you cannot.
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Healthcare Directives – Make your medical preferences clear in advance.
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Business Succession Planning – Secure your business’s future with tax-efficient transfer strategies.
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Trust Structures for LLCs – Protect and pass on your business with confidence.
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Why do I need a trust if I already have an LLC?
An LLC protects your personal assets from business liabilities, but it doesn’t protect the business itself if something happens to you. A trust-owned LLC ensures smooth ownership transfer, privacy, and long-term tax benefits.
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Can I put my existing business into a trust?
Yes. Your LLC membership interests can be transferred to your trust. This is a common strategy we recommend and coordinate with our attorney partners.
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Will creating a trust affect how I run my business day to day?
No. You retain full control of your LLC while you’re alive, but your trust provides clear instructions for what happens after.
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How is this different from just writing a will?
A will goes through probate, which can be costly and time-consuming. A trust bypasses probate, ensuring faster, private, and smoother asset transfer—including your business.
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Do I need an attorney to set this up?
Yes. While we advise and align your tax and business strategies, our partnership with Encorestate Planning ensures all legal documents are finalized by a licensed attorney for complete protection.
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How much does estate planning cost?
The cost depends on the complexity of your situation and the level of planning needed. Basic packages such as wills and powers of attorney are more affordable, while comprehensive trust planning (including LLC transfers, deed registration, and attorney review) is higher. We offer transparent, flat-fee pricing through our partnership with Encorestate Planning, and we’ll provide a clear quote after your initial consultation—no surprises.
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