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.

Professionals associated with Burns Brothers Financial Group (BBFG) may be either (1) registered representatives with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of BBFG and not affiliated with LPL Financial.  Tax related services offered through BBFG.  BBFG is a separate legal entity and not affiliated with LPL Financial.  LPL Financial does not offer tax advice or tax related services.

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.