Estate and Transition Planning Services

Individualized, Strategic, Dedicated

At Berntson Porter, our first job is listening because no family estate is the same.  Creating a customized and unique approach, we learn your goals and dreams, and help plan how best to achieve them. Our team works in tandem with investment managers, attorneys, and insurance professionals to ensure our clients’ objectives are met with the highest level of collaboration. We help you protect and preserve your wealth while ensuring that taxes are minimized.

Complementary services, like our tax, business transition and wealth management expertise, provide a wide-breadth of industry knowledge to help set our clients up for long-term success.

We effectively advise business owners and their companies regarding their most pivotal decisions – from estate planning to business owner exit and succession preparation.

  • Gift and estate planning through lifetime and testamentary transfers
  • Consulting on trust formation, funding, administration and taxation
  • Estate planning tools for various trusts, entities, lifetime gifting schedules, and self-cancelling installment notes
  • Estate, gift and trust tax returns and compliance
  • Strategies to protect assets and reduce taxes
  • Business owner exit and succession planning