Estate, Gift & Trust Planning

Without effective estate and financial planning, the assets you have worked a lifetime to achieve may be lost to taxes and other expenses. To make sure assets are distributed per your wishes and to minimize the tax burden of your beneficiaries, an estate plan is critical. The BPS Estate Planning group takes a proactive approach to developing and implementing strategies that will help ensure your assets will be preserved and distributed according to your intentions. We can assist you with:

  • Setting personal goals and objectives
  • Estimating net worth
  • Preserving and building wealth
  • Establishing a charitable giving plan
  • Ensuring adequate retirement income
  • Determining insurance needs
  • Minimizing estate and other tax liabilities
  • Maximizing trust, gifting and planned giving benefits
  • Planning efficient transfer of assets
  • Monitoring and adjusting your estate plan
  • Utilizing an assortment of planning vehicles like family limited partnerships, trusts and charitable entities. 

While we want the greatest values of your assets transferred to your beneficiaries in an organized and efficient manner, we also want you to fully enjoy the assets you have acquired during your retirement, and will assist with retirement planning. Additionally, we will provide the guidance necessary to ensure a smooth transition of a family-owned business to the next generation, preserving family harmony and assets. We also advise clients on making the most of philanthropic giving.

Have questions about Estate, Gift & Trust Planning services? Contact BPS now.

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