You've spent decades managing your money and building your assets, but how do you make sure that your estate passes to your heirs the way you planned? And how do you pass on more than just your assets, like your values and ideas about money? At BMH, our team can help you develop a plan that meets your succession goals, minimizes taxes, and efficiently transfers wealth to your heirs.*
Your financial goals and resources may change throughout the years, but BMH can help you establish a multi-generational strategy to properly manage what you have worked a lifetime to accumulate. Most importantly, you will have the comfort of knowing that we choose quality products from reputable companies and will consult with local attorneys - or will meet with yours - to design a plan that is suited to your needs.
*Provided in conjunction with an estate planning attorney.