Estate Planning

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.

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These documents generally include a Will, a Durable Power of Attorney, an Advance Directive for Health Care and, if appropriate, a Revocable, or “Living,” Trust.

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These strategies can cover a wide range of tactics, including GRATs, qualified personal residence trusts, installment sales, grantor trusts, family limited partnerships, charitable gifts to trusts, foundations or donor advised funds, and the use of life insurance trusts and split dollar agreements.

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Professional peers may include your accountant, investment advisor, life insurance agent, and financial planner, or connections to new advisors that we can recommend.