Published on 21, Feb 2023

Tampa, FL–

LinkBiz Solutions, a formerly Chicago-based tax and accounting consulting business, is delighted to announce the addition of services pertaining to estate planning and trust management to its available options. LinkBiz has established a group of tax attorneys, certified public accountants, and financial advisers to function as a virtual family office in order to assist customers in maximizing their money. The company, often known to help businesses with financial matters, presents the new services to inspire its mission of helping clients fiscally, allowing them to thrive and focus on more significant goals. 

“We have added a new service to our collection,” holds Matt Linklater, CEO of Link Biz, “which takes probate matters into our own hands.” LinkBiz Solutions realizes the nightmare that is often estate and asset trust and will planning. The company wishes to serve customers with a baseline of planning that anyone with assets needs, and Linklater finds many are missing – A Revocable Trust. 

“If you have any assets and don’t have a Revocable Trust, your money, assets, brokerage accounts, and house could go through probate,” says Linklater, “which is the formal legal process that gives recognition to a will and appoints the personal representative to administer and distribute assets to beneficiaries.” The process ties one’s money and assets up for months and could cost beneficiaries three to five percent of the estate in legal fees. 

The company maintains that putting a Revocable Trust in place is a beneficial alternative, as it takes the titling of assets out of one’s name and puts them into the name of a Revocable Trust. “Since there is nothing in your name,” says Linklater, “the idea is there is nothing to probate.” 

One detail LinkBiz Solutions reminds clients of is to change the titling of their assets. “I have worked with numerous families who have a Revocable Trust but never changed the titling of their assets and accounts,” says Linklater. LinkBiz Solutions draws out that, in order for the process to work, one needs to visit a bank, financial advisor, and courthouse and put the accounts and house deed in their Trust’s name. 

Since its foundation, LinkBiz Solutions has assisted companies in more effectively navigating the current financial landscape, optimizing their available cash. Linklater claims, “We provide expert guidance to successfully chart a course through today's complex fiscal terrain.” LinkBiz Solutions has developed and lent its financial knowledge through more than 20,000 business meetings and 3,000 presentations given to audiences. 

As an established Virtual Family Office, it has detailed the many cash flow-boosting tactics that family offices utilize and has brought them to the attention of businesses across the United States. The organization offers services in the areas of accounting, financial counseling, and insurance. 

"The accounting and tax services construct forward-looking plans based on a company's existing circumstances," adds Linklater. "These strategies can help a company succeed in the future." 

"Our team has expanded with estate and trust planning to help customers prepare for the future," says Linklater. LinkBiz Solutions hopes that by introducing the new services, it can provide customers with a way out of messy probate situations and a stable fiscal foundation with control over their finances. 

LinkBiz Solutions is a consulting firm offering tax and accounting services to businesses in Tampa and beyond. With a team of experienced professionals, the company assists businesses in all aspects of financial management, from cash flow optimization to tax and accounting preparation. The organization is dedicated to assisting its customers in achieving their monetary objectives and establishing a stable financial foundation for the future. For more information, contact Matthew Linklater at matt@linkbizsolutions.com and visit the company’s website at https://www.linkbizsolutions.com/.