Clients may now utilize “Clio for Clients” App to access their annual reports for business filings, minutes, organizational and transactional documents, as well as updated workbooks and questionnaires for estate planning and business management and succession planning. Do you need an estate plan or to update an existing one? Are you ready to sell your business or want to transition your family business to the next generation? Just ask how to sign up for these services and make an appointment with attorney Ben Winkelman. Winkelman Law Firm will ensure that not only are your wills and trusts accurate and complete, but that your assets have been legally and correctly transferred into those trusts to avoid more expensive and time consuming processes. Your business succession planning can be a key piece to successful legacy planning for your family and community. Schedule your appointment today.
