BKD Services

Estate Planning

Helping Develop an Estate Plan Specific to Your Situation

A well-crafted estate plan is made up of two distinct yet interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect both while you're alive and at your passing. Our professionals will work with you and your legal counsel to develop an estate plan that considers many aspects of your circumstances.

We understand your situation is unique and your plan should be crafted around your family, business and desired legacy. Our discovery process will help you arrive at specific goals using estate-planning strategies and implemented with well-crafted documents.

Talk to one of our trusted advisors to learn more about how we can help design an estate plan specifically for you.

Benefit Plan Consulting

BKD's Benefit Plan Consulting practice provides plan design, implementation, compliance testing and administration, government filing, record-keeper searches, investment consulting and employee education services to retirement plan sponsors.

Read More

Financial & Retirement Planning

Your financial plan should be unique to your situation—there are no off-the-shelf solutions. Using your goals as our guide, we can help you create and maintain a solid financial plan that allows you to spend more time focusing on what’s most important.

Read More

Investment Management

Our investment philosophy centers on managing both risk and return with a process that places your interests first. Our approach, rooted in decades of academic and market research, can help investors avoid major pitfalls.

Read More

Transaction Services

You know your business inside and out and understand its needs better than anyone. BKD's dedicated team of trusted advisors can help identify and quantify the issues you could encounter in your next major transaction.

Read More

Wealth Management

BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.

Read More

How can we help you?

Thumbnail

Locations

We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

Browse locations