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Estate Planning

Estate Planning

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it.  If a child comes from money…

Estate Planning

An Executor Checklist

The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but…

Estate Planning

Have You Considered Charitable Gifting?

Could it make the world a better place? Could it make sense, financially? A gift to charity may also help to improve your tax or financial situation. Here’s a brief look at some popular options for charitable gifting, with…

Estate Planning

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than…

Estate Planning

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do…

Estate Planning

An Estate Plan or a Wealth Transfer Strategy?

Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While…

Estate Planning Videos

A Primer for Estate Planning

Things to check and double-check.     Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without their financial affairs in good order risk leaving…

Estate Planning

Who Needs Estate Planning?

Why it is so important and not just for the rich. You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. …

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About BCJ

About BCJ

We endeavor to provide clients with the knowledge and support necessary to have complete confidence in their financial journey. To accomplish this mission, we strive to build relationships through a culture of integrity, independence, and trust. These values not only allow us to focus on each client’s unique situation, but they allow us the freedom to offer solutions that are transparent, custom, and boundless – empowering our clients to make confident choices for their future. Check the background of our investment professionals on FINRA's BrokerCheck.