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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.

Client Centered
  • Family Estate Organizer
  • Beneficiary Designation Review
  • Family Succession Plan
  • Probate Avoidance Strategies
  • Vets assisted living facilities

  • Legal Document Review

  • Collaboration with trust & estate attorney

The Best Time to Plan Your Estate Is Now

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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

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