Estate Planning

Seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey to estate taxes, family discord, or even both. While this topic can be uncomfortable, succession planning should be a priority for any family business. At Woltman Group, our proven ability to help develop well-designed succession plans that ease your business into the next phase of its successful existence. We will help you clarify the issues of:

– Keeping estate assets in the family

– Determine who is going to run the business when you retire?

– Minimizing the tax bite

– Making a plan that is fair and reflects your wishes.

What sets Woltman Group apart from other accounting firms is how easy we are to work with. We’ve got amazing team members and we pride ourselves on being organized and clearly communicating with our clients.


– Trent R. Prins, CPA at Woltman Group