When you’re retired, enjoying a “second career” or engaging in community or philanthropic work, it can be the richest, most rewarding time of your life. And with grown kids (and in many cases grandkids) there has probably never been better time to help your family with both time and financial resources.
Even so, you know you want to make the most of what you’ve earned over your lifetime, and ensure that your legacy benefits future generations. How do you make wise choices about tax and estate planning, family gifting, and philanthropy?
Your Brightworth advisor can help you assess your resources, prioritize your goals, and then create a tax efficient strategy. Working with your other advisors, including your CPA and estate attorney, we can build a plan to help ensure your financial legacy benefits the individuals and causes most important to you.
- Estate planning
- Investment management
- Cash flow and income tax planning
- Risk management