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Why Everyone Needs An Estate Plan

Beginning with a time of mingling over drinks, get to know our other guests and members of the BIP Team before we transition into dinner and a casual conversation. Dinner and drinks are on us!

If you have any specific questions, please include those with your registration so our experts are able to tackle those during the event.

We look forward to hosting you soon!

Monday, November 11
6:00 PM - 8:00 PM (CDT)
Del Frisco's Grille Nashville

Join Us For Dinner

Snag your seat by filling out the form below for each person in attendance.

Estate Planning and Wealth Management: The Basics

Holistic estate planning includes both legal and financial strategies to outline how an individual’s assets will be managed after their death or incapacitation. A sound estate plan comes with many benefits, however, every client’s financial situation is different. At BIP Wealth, we help you consider several key elements.

Your Unique Situation

Because everyone’s estate looks different, our estate planning advisors carefully consider your family’s needs and goals when determining the right strategy.

Last Will & Testament

This governs the transfer of your assets that do not name a designated beneficiary and do not have a joint owner. For example, your Last Will & Testament could designate your child as the beneficiary of your home. This is an effective tool but is subject to the probate process.

Power of Attorney

This names an agent, or “attorney-in-fact,” who will act on your behalf if you cannot. Your agent can make decisions on your behalf on all financial and other matters outside of healthcare.

Healthcare Directive

This names a healthcare agent who will act on your behalf regarding healthcare decisions if you cannot. The healthcare directive also allows you to state your preferences for end-of-life care.

Trusts

Trusts come in many varieties and may solve any one or more issues including avoiding probate, ensuring efficiency, minimizing taxes, and protecting assets from creditors.

BIP Wealth's Approach

A partnership with BIP Wealth gives you exclusive access to our expert financial advisors and in-house Estate Planning Advisor, Sarah Watchko. Together, we’ll assist with the review and analysis of your existing plans, provide recommended strategies, and partner with attorneys in private practice who can implement the plan.

Minimize Taxes and 
Legal Fees

We can help you implement a plan to reduce the amount of your taxable estate using annual gifting, trusts, and other strategies.

Prevent Conflicts Between Beneficiaries

By organizing your estate and establishing beneficiaries ahead of time, you can help ensure a smooth transfer of your estate.

Navigate 
Strategies

Estate Planning is not a one-size-fits-all endeavor. We can help you explore the strategies that are most suitable to your particular situation.

Create Generational 
Wealth

Estate planning and wealth management don’t just help you pass down wealth. A good plan also ensures that your legacy is protected from risk and preserved for generations to come.

Connect With Us

Want to learn more about how BIP can help you with your estate planning and wealth management needs? Reach out to our team.
GET STARTED
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