Trusts & Gifts

Maintaining the ability to protect and distribute wealth is vital to successful succession planning.

Choosing the proper trust instrument is critical. Selecting a team that understands the intricacies of complex trusts is imperative. Our tax professionals have been providing guidance to families for over 30 years. Our team will lead you through the maze of interrelated planning decisions. We will strive to minimize your tax liability while maximizing wealth accumulation.

TRUSTS:

BHW provides set-up consultations and tax compliance on the following trusts:

• Complex Trusts
• Simple Trusts
• Children’s Trusts
• Spend-Thrift Trusts
• Gifting to Family Partnerships

GIFTS:

BHW provides the following services for gifting:

• Income Tax Planning
• College Funding Planning (including tax credit consideration)
• Guaranteed Education Tuition Program (G.E.T.)