Bever Dye provides extensive estate planning services and counseling for all types of estates -- small to large, simple to sophisticated. These services include preparing wills and revocable and irrevocable trusts with an emphasis on achieving individual objectives and minimizing tax burdens. Our practice in this area also includes succession planning for transfer of management and control of family businesses to succeeding generations.

Broad and sophisticated, Bever Dye’s individual and estate planning practice involves lifetime tax and business planning for individuals, post-mortem income tax planning and estate and trust administration. While practice is focused primarily on estate planning, it is our belief that this function includes much more than wills and trust agreements. That’s why we also offer extensive experience in income tax and business planning for owners of closely held businesses, real estate transactions, transfer tax minimization and international taxation and estate planning. Bever Dye also works closely with clients to develop and implement lifetime gift programs, charitable giving programs and insurance programs appropriate to their needs and resources.