Just as financial planning starts with identifying goals and objectives for retirement and investing, estate planning helps clients create a plan to accumulate and conserve your assets for your loved ones by taking into consideration legal and tax concerns. Estate plans also help clients prepare for three contingencies: becoming disabled, dying too soon with dependent family members, and living too long without a source of sufficient income. We can help you minimize estate taxes and maximize what you pass on to your heirs.

BCG Securities has attorneys on staff who can work with (or identify) financial advisors and personal attorneys to craft a personalized estate plan for you and your family. Whether you need to provide for the ultimate distribution of your estate, financial protection for your family, or estate and gift tax-saving strategies, we can help.

Let our valuable estate or succession planning services help you develop a plan that addresses your immediate and long term needs. We stand ready to help you plan.