Estate Planning, Wills & Trusts

BBD&G understands the importance of pre and post mortem planning to achieve both the financial and personal goals of its clients. The firm represents individuals, families, and business owners in the areas of asset protection, wealth transfer, business succession planning, tax minimization and post-death planning.

BBD&G assists clients with their personal estate planning, probate, and trust law needs through the preparation of wills (simple and complex), revocable living trust agreements, irrevocable trust agreements, living wills, durable powers of attorney, health care surrogate designations, preneed guardian declarations, and charitable planning.

Planning and Process

The estate planning process often involves counseling business owners regarding the development of a business succession plan to pass their business on to family members or provide liquidity for their surviving spouse and children. This may involve gifting techniques or the use of key man insurance and buy-sell agreements for the buy-out of the principal owner

  • Asset Protection
  • Business Succession Planning
  • Preparation of Wills and Trusts
  • Tax Planning
  • Durable Powers of Attorney
  • Health Care Surrogate Designations

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