White Papers

Do you have a family business succession plan?

As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the business or keep it until you die.

If you own a family business, download our white paper and learn strategies that will help you transfer your business while minimizing taxes.

Please enter your information below to start your download of Family Busines Succession Planning.


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*Securities offered through Securities America, Inc.  Member FINRA/SIPC Advisory services offered through Securities America Advisors, Inc.  Wilon Wealth Management and the Securities America companies are separate entities.

This communication is strictly intended for individuals residing in the states of AZ, CO, DE, FL, IA, IL, KS, MN, NE, NY, TX, WI, and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.