how we plan / Managing your Legacy /

Creating a Plan


Creating an estate plan is a way of transferring your wealth to family, friends, and charities you support.

A good estate plan may include a will, revocable trust, durable power of attorney, nomination of conservator, and an advance health care directive — all designed to help carry out your wishes. With thoughtful planning, you can leave a financial cushion to loved ones and, in appropriate cases, minimize tax implications.

A good estate plan will address the following questions:

Who can you trust with your finances?

Who will take care of your minor children if you predecease them?

Who will make health care decisions for you in the event that you can no longer make them for yourself?

What are your final wishes?

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Ask a question about Creating A Plan

Speak with our Estate Planning Advisor Judith Gordon, who joined the firm after a 35 year legal career in sophisticated estate and gift tax planning, charitable planning, and probate and trust administration.

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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