Providing Peace Of Mind

Beneficiary Income Accumulation Trust (BIAT)sm

Maximize Your Estate’s Value with Strategic Planning

BIAT provisions create a streamlined solution to most new and existing estate plans, including revocable living trusts, retirement benefit trusts and irrevocable trusts, such as spousal lifetime access trusts (SLATs) and irrevocable life insurance trusts (ILITs).

K+H’s BIAT Provision Benefits

  • More Income Tax Savings
  • Lower Professional Administrative Fees
  • More Income Tax Deductions
  • Less Paperwork + Red Tape
  • More Estate Tax Savings
  • Enhanced Long-Term Creditor Protection
  • More Generation-Skipping Tax Savings
  • More Transfer Tax Savings
  • More Money to Beneficiaries

Watch the video below to learn more!

Get MORE with BIAT! Schedule an appointment today for a complimentary consultation to review your estate plan and consider adding BIAT provisions.

Email: [email protected]

Call: 847-242-1777