Our years of experience serving high net worth individuals enables us to complement and coordinate the efforts of your accountant, attorney and other professionals to devise and implement an estate plan that leaves the legacy you desire. Without a well-made estate plan, your heirs may have to sell assets, borrow money to pay taxes, or incur extensive legal fees to settle your estate, thereby making your legacy more of a burden than a blessing.
Bickers Consulting Group specializes in helping clients develop and implement estate plans that minimize taxes and maximize benefits for their families and favored causes. We go beyond the usual technical aspects of estate planning to consider your entire family’s needs, and we take an all-inclusive look at how the plan will affect your assets both now and in the future.
Our process is designed to involve family members up front in order to identify and address potential issues before they can arise down the road. This transparency allows us to anticipate and accommodate any changes in your family’s needs that might take place after you’re gone. A custom-tailored plan that achieves your wealth transfer goals is easily attainable with the proper tools, and may include the following:
- Living will, durable power of attorney, and last will and testament
- Trusts, including revocable living trusts, irrevocable life insurance trusts (ILITs), family trusts, marital trusts, dynasty trusts, grantor retained annuity trusts (GRATs) and intentionally defective irrevocable grantor trusts (DIGITs)
- Life insurance, asset protection, retirement and business succession planning
- Gifting strategies and charitable giving vehicles, including charitable lead trusts (CLTs), charitable remainder trusts (CRTs), donor-advised funds and private foundations
For our clients who are also distributorship owners, we make sure that your plan complies with applicable franchise or distribution agreements, supplier requirements, and current lender requirements, while providing the liquidity necessary to pay taxes without reducing the value of your estate or putting your business at risk.