The Family Wealth Plan is not the final goal but instead is a solid starting point. It is comprehensive, integrated and incorporates your personal cash flow (income & expenses), assets & liabilities, stock options, federal & state taxes, retirement, education funding, insurance and estate planning strategies.  That’s why we work as your tax specialist along side your financial advisor, attorney, banker and others on your professional team to monitor income tax issues associated with trusts.

And for owners of closely-held or family businesses, the complexity of estate planning increases markedly. Business interests complicate the usual planning considerations that minimize estate and gift taxes and maximizes family wealth. That’s where BNKJ’s business valuation group works with our CPA’s, who are also attorneys, to create new entities, carry out corporate recapitalizations or reorganizations, exit strategies and create different types of charitable trusts.