Comprehensive Inheritance Management Services to Build Your Legacy
Receiving an inheritance can be a blessing, but it can also come with financial anxiety. Work with a financial professional who can help you navigate your newfound wealth and make smart decisions for your future.
Over 40 Years of Inheritance Tax Services Expertise
At BGM, we have offered inheritance accounting services for over 40 years. As a Minnesota-based advisory and accounting firm, we provide inheritance administration for clients across the country.
We’re here to:
- Begin the process by cataloging your inherited assets and liabilities
- Collect funds from retirement accounts, trusts, life insurance and other assets
- Construct affordable, diversified and tax-efficient portfolios designed for your long-term success
- Coordinate with your attorney, CPA, insurance agent, corporate trustee and other professionals
We aim to reduce financial anxiety by simplifying your life and giving you financial confidence. We’ll apply our 40-plus years of experience to create a robust financial, tax and investment plan for you.
Getting an inheritance is only the first step in your new financial journey. Consider us your partner for the long haul. Our future-focused services will ensure you have what you need today and for years to come.