Legacy gifts provide the foundation to support BB&N’s mission. These gifts allow you to take care of your family, provide for the transfer of assets to those close to you, and make a charitable gift—all during your lifetime and beyond. We can help you find the best way to make your gift, and perhaps find a gift option that you might not have otherwise thought was possible.
While estate planning can entail some difficult choices, it does provide a sense of relief and peace of mind when it is done. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as the causes you’ve cared about during your lifetime.
It’s really never too early – or too late – to do retirement planning. With this in mind, BB&N offers the following list of basic points to consider.