Estate & Succession Planning
Estate and Family Succession Planning
If You Do Not Have a Plan, Your State Has One For You—But You Might Not Like It
Estate planning is an integral component of holistic planning. Proper planning can have a significant impact on your loved one’s life. Documents such as power of attorney, end-of-life planning and designated beneficiaries must be accurate and up to date.
As part of the estate planning process at BBFP, we offer an organizational family estate binder as a tool to evaluate your current plan and fill in any gaps you may have. We coordinate with legal professionals for advanced planning needs.
- Beneficiary Designation Review
- Probate Avoidance Strategies
- Vets assisted living facilities
- Legal Document Review
- Collaboration with trust & estate attorney
