Estate Planning for You & Your Loved Ones
Without proper planning, your estate will most likely be settled in a manner that does not coincide with your wishes. This is true of any estate…whether the size of the estate is large or small.
The problems can be greatly compounded if the estate includes a business. When the estate includes a business, the value of the estate can greatly increase and the federal and state estate taxes can increase, as well.
Estate taxes are generally due in nine months after death and require liquid assets. There must be a plan for the estate to pay all the expenses and taxes due after the death of a loved one.
Estate Planning Guidance & Services Include:
- Provide for the proper liquidity to pay taxes and expenses
- Minimize the estate taxes and expenses of settling the estate
- Maximize the future financial security of the family
- Distribute assets as desired
Secure Your Legacy
Wills, trusts, life insurance and other agreements, along with proper business succession planning will help settle your estate sooner and with less expense. The BFS Team will help you manage estate taxes, secure your legacy and keep your heirs and beneficiaries on the path of financial success.
Contact BFS for your initial consultation regarding your Estate Planning goals.
250 W Southlake Boulevard Suite 118
Southlake TX, 76092
Mon - Fri 9:00 am - 5:00 pm
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