Estate Planning

In order to have a peaceful and orderly distribution of your legacy, documents are sometimes not enough. A definitive, well-thought-out plan can help minimize potential conflict among family members, reduce estate taxes and preserve your family’s wealth for generations. 

It’s never too early to begin estate tax planning. Protecting your assets and passing your wealth on to your loved ones can present a number of challenges. BST professionals take a comprehensive approach to estate tax planning, and provide a broad-range of services to clients that include tax, trust, and estate planning. We will work with you to understand your short-term and long-term objectives, and develop effective strategies to extend and protect your wealth, minimize your tax burden, and secure the future for you and your family.


Our experienced professionals will address all of your estate planning needs using creative and sound planning techniques, including:


  • Creating a plan for mitigating taxes and the efficient transfer of assets
  • Developing a business succession plan
  • Asset Protection
  • Charitable Gift giving
  • Family Trusts
  • Coordinating with trust and estate counsel the preparation of wills, trusts, powers of attorney, and healthcare documents.
  • 401(k) Plans
  • Nonprofits