Estate Planning

Ensuring your wealth is transferred to the next generation in a manner that reflects your values and objectives requires a carefully executed plan.

Estate Planning

Our goal is to make the estate and wealth transfer planning process clear and understandable. We ask the key questions to help our families think through the various complexities of transferring wealth – from how much is enough for their children to how to successfully transfer wealth with second marriages. We will work with your estate planning attorney to implement a strategy that will achieve your wealth transfer goals.

Brightworth is well positioned to assist your family members as they organize and manage financial affairs when a death occurs. We are often one of the first phone calls a family makes after a loved one passes away. We know the details of our clients’ financial situations well, and this brings tremendous peace of mind to clients who want to make sure their spouses and children have a trusted advisor for the long term.