Published on 07, Mar 2023

Tampa, FL– 

LinkBiz Solutions, a formerly Chicago-based tax and accounting consulting company, is pleased to add estate planning and trust administration services to its available alternatives. Headed by Matt Linklater, LinkBiz has a team of tax attorneys, certified public accountants, and financial advisors to serve as a virtual family office to help clients maximize their wealth. The organization, well-known for assisting businesses with financial difficulties, introduces new services to further its purpose of helping clients financially, allowing them to flourish and concentrate on more essential objectives. 

Linklater asserts, "We have added a new service to our collection that takes probate affairs into our own hands." LinkBiz Solutions is aware that estate, asset trust and will planning may be a headache. The organization desires to provide clients with a baseline strategy that anyone with any assets needs – A Revocable Trust. 

"If you do not have a Revocable Trust, your money, assets, brokerage accounts, and home might go through probate," explains Linklater. "Probate is the official legal procedure that recognizes a will and appoints a personal representative to administer and distribute assets to beneficiaries." The procedure can tie up a decedent's money and assets for months and cost the heirs three to five percent of the inheritance in legal expenses. 

Matt Linklater contends that establishing a Revocable Trust is advantageous since it transfers assets ownership from an individual to the Revocable Trust. "Since you have no assets in your name," Linklater explains, "there is nothing to probate." 

LinkBiz Solutions specifically encourages clients to modify the titling of their assets. Linklater said, "I have dealt with countless families who have a Revocable Trust but have never altered the title of their assets and accounts." LinkBiz Solutions explains that in order for the procedure to be effective, one must visit a bank, a financial adviser, and a courtroom in order to place their bank accounts and house deed in the name of their Trust. 

Since its inception, LinkBiz Solutions has aided businesses in navigating the current financial landscape and maximizing their cash resources. Linklater asserts, "We give experienced counsel to successfully navigate the difficult financial terrain of today." LinkBiz Solutions has built and shared its financial expertise through over 20,000 business meetings and 3,000 audience presentations. 

As an experienced Virtual Family Office, it has outlined the numerous cash flow-enhancing strategies employed by family offices and brought them to the attention of U.S. enterprises. The business provides accounting, financial consulting, and insurance services. 

Linklater explains that its accounting and tax services develop forward-looking plans based on a company's current situation. These techniques can aid a company's future success. 

"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, they can provide customers with a way out of messy probate situations and into a stable fiscal foundation with control over their finances. 

LinkBiz Solutions is a consulting firm offering tax and accounting services to businesses in Chicago 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/.