Estate Planning
Mapping Your Legacy.
You have worked hard to create a lasting legacy. We review your estate plan and coordinate with your attorney (or we can provide referrals to our extensive network) to make sure your estate plan truly reflects your wishes. We utilize various planning techniques to help you transfer wealth in tax-efficient ways and make sure you and your heirs are protected by focusing on:
Making sure the trust is up to date given recent legislation changes.
Avoid probate and keep your affairs private.
Develop a plan for a tax efficient wealth transfer.
Protect your heirs from others and potentially themselves.
Reduce potential family conflict after your death.
Verify you have proper beneficiary designations.
Note: BFSG is neither a law firm, nor a certified public accounting firm, and no portion of the website content should be construed as legal or accounting advice.
A Widow In Transition: Lisa
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California Office (Headquarters)
Wealth Management & Institutional Services
2040 Main Street, Suite 720, Irvine, CA 92614
Arizona Office
Wealth Management
1643 E. Bethany Home Road, Phoenix, AZ 85016
