Planning With Purpose
Bridgewright is committed to helping clients gift to future generations while taking estate and income tax into consideration. We will help you evaluate your estate plan to make sure it lines up with your goals and where you want your money to go. Also, if you’re interested in setting up trusts for you children, we can meet with them before the funds are transferred to explain the transfer and possible investment strategies. We specialize in charitable gifting strategies as well and can guarantee enthusiastic cooperation with your tax and legal advisors as we work together to identify the best path for you.