Estate Planning

Estate Planning is a core competency and service offering of the firm. What sets us apart from our competitors is that we are a multidisciplinary firm with an attorney as our firm’s principal. This assures that your financial planning and estate planning will seamlessly integrate into one cohesive plan which will maximize the amount of assets that you transfer to your designated beneficiary.

Our clients enjoy working with knowledgeable estate planning professional who are fully aware of the intricacies of trust and estates law and work diligently to stay updated on the latest federal estate and gift tax changes to assure that your estate is properly structured.

Matthew B. Bishop, JD, CPA/PFS, CLU, ChFC, CFP® is head of our firm’s estate planning practice. Please contact Matthew directly to arrange a consultation regarding your specific situation.

Bull & Bear Capital Advisors
6817 Southpoint Parkway, Suite 1003 · Jacksonville, Florida 32216
phone: 904.363.3600

Securities offered through Bull & Bear Brokerage Services, Inc., Member MSRB, NASD, SIPC.