Create a Legacy and Transfer Wealth
Passing along your personal values and financial resources to create a lasting impact on your family and community is an important goal for many.
Brightworth advisors are skilled at guiding you through this process, which begins with a clear understanding of your lifetime financial needs and what is available to transfer to the next generation and fulfill philanthropic goals. Based upon your specific goals and available resources, we explore the various tools and techniques available and work with your estate planning attorney to implement the strategy. Our goal is to make the estate and wealth transfer planning process clear and understandable, while fully utilizing the appropriate estate tax minimization strategies.
At Brightworth we have expertise in the implementation of complex strategies including:
- Charitable Trusts and Donor-Advised Funds
- Family Limited Partnerships
- Grantor Retained Trusts
- Residence Trusts
- Special Needs Trusts
- Advanced Family Gifting Strategies
- Private Foundations