Protect What Matters Most – Your Wealth, Your Family, Your Legacy
At Bickling Financial Services, we help individuals and families navigate the complexities of estate and tax planning with clarity and confidence. Whether you're preparing for retirement, managing generational wealth, or planning for major life milestones, our team and trusted partners are here to help guide you every step of the way.
WHAT WE OFFER
COMPREHENSIVE ESTATE PLANNING
Review wills, trusts, and healthcare directives
Choosing the right executor and fiduciaries
Planning for incapacity with durable powers of attorney
Updating plans after life events like marriage, divorce, or the birth of a child
STRATEGIC TAX PLANNING
Minimizing estate and gift taxes through advanced trust structures (ILIT, SLAT, GRAT, IDGT)
Navigating state and local tax laws, especially in Massachusetts
Leveraging charitable giving for tax efficiency and legacy impact
Preparing for the 2026 federal exemption sunset with proactive strategies
GLOBAL & BUSINESS CONSIDERATIONS
International tax planning for global assets
Succession planning for family businesses
Coordinating with CPAs and attorneys for holistic solutions
LEXINGTON MAIN OFFICE
35 Bedford Street Suite 15
Lexington, MA 02420
Office: (781) 862-9792
Fax: (781) 674-2545
LYNNFIELD OFFICE
SOUTH EASTON OFFICE
45 Bristol Drive, Suite 101
South Easton, MA 02375
Office: (508) 230-3588
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org