10815 Sikes Place, Suite 100, Charlotte, NC 28277 Tel: (704) 841-9800
Estates & Trust Planning

Ensure that Your Plan is Everything You Need with a Partner that Knows Every Need You Have.

Build an Estate and Trust Plan with a partner who invests the time to create a comfort zone and confidence with clients. BBW’s unblemished reputation and deep knowledge base lays the foundation for its relationships with clients who are building long-term plans. BBW believes in a team approach and works closely with attorneys, financial advisors, insurance agents and other advisors, in order to assist in building, implementing and/or monitoring a plan that appropriate to your needs.

BBW’s services include:

  • Understanding Your Wealth Transfer Objectives
  • Reviewing Your Current Documents
  • Analyzing Gifting Strategies
    (Leveraging Your Annual Exclusions, Lifetime Gift Exemption & Generation-skipping Transfer Tax Exemption)
  • Understanding & Review Need for Liquidity to Pay Transfer Taxes
  • Implementing Your Plan by Working with Your Other Advisors
  • Monitoring Your Plan Regularly to Account for Changes in Your Goals & Tax Law

Planning strategies may include:

  • Inter Vivos Trusts
    (i.e. Life Insurance Trust) or Testamentary Trusts (i.e. Marital Trust, Bypass Trust)
  • Limited Liability Companies or Family Limited Partnerships
  • Charitable Lead Trusts or Charitable Remainder Trusts

By approaching every engagement with integrity, attention-to-detail and personal service, BBW surpasses your typical expectations.