Estate & Trust

Protecting your family and assets can be an overwhelming worry and burden. We understand that you and your family want to preserve, protect, and transfer the valued assets you have acquired.  Our team of seasoned experts provide planning to help achieve your goals by staying current and nimble with the existing federal and state laws.


BST provides a variety of individual services including:

  • Income tax planning
  • Preparation of federal and state tax returns
  • Tax examination representation
  • Estate planning, including tax minimization and distributions after death
  • Estate and trust administration