Estate Planning

BBFG provides the foundation for preserving our clients’ assets. We have long-standing relationships with professional attorneys who can draft wills, healthcare directives and help with other estate planning challenges.



Registered Representative is not an attorney.  The Registered Representative will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations.   You should consider the counsel of an experienced estate planning professional before implementing any strategy.

 Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC  The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MN, ND, NJ, NM, NV, WI, WA.