Estate and Trust Planning Services
Estate planning takes a lifetime, and wherever you are in that process, your B&A advisor can be a valuable resource. Proper planning can ensure that only your intended heirs benefit from your estate. Without proper planning, estate taxes and administrative costs can consume a lifetime of work and savings, leaving little to pass on to your heirs. Our solid base of financial experience is complemented by the specialized, in-depth training that all of our estate planning professionals receive. We have the expertise and creativity to provide alternative strategies that can significantly reduce your taxes and protect your legacy.