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

Plan for the Future with Professionals Who Understand What is Critical to You.

BBW understands the importance of planning for the accumulation and enjoyment of your property and assets. With professionals that offer knowledge and assistance, BBW offers services in the following areas:

  • Preparation of Estate Tax, Gift Tax and Fiduciary Income Tax Returns
  • Calculation of Fiduciary Accounting Income for Distributions to Beneficiaries
  • Distribution Planning for Complex Trusts and Estates

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