B&I PARTNERED PLANNING’s estate planning is built upon clear communication and the depth of experience that provide you with the peace of mind that your wishes will endure.
Our customized strategies start with your insight on your goals, assets, and family dynamics. We then outline solutions that meet your needs and craft documents that you can understand. Our planning solutions range from a powerful suite of foundational estate documents (and for which we may charge a flat fee, if appropriate) to sophisticated strategies that leverage the tax-efficient planning required to address more complex asset portfolios and client goals. Whenever needed, we partner with our professional peers in developing your plan.