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© 2019 Brighton Advisory Group

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Home Office

5704 Lindley Ave.

Encino, CA 91316

TEL: 818.342.9950 | FAX: 818.342.9957

EMAIL: barry.boscoe@brightonadvisory.com

Case Study #2

A client referred by his accountant wanted us to help them determine if their wills and trusts, which were done two years earlier, would provide him and his spouse with their dispositive desires. He also wanted to make sure the documents included asset protection for their children against divorce and possible litigation after their passing.

After reviewing the documents, Brighton Advisory Group discovered they did not provide for asset protection nor did they have the flexibility to make changes in the future by the surviving spouse. In addition, they were written to force tax-free money into the taxable estate. The Brighton Advisory Group worked closely with the client’s attorney in revising the trusts to accommodate the client’s objectives. 

 

(Savings $1,250,000)

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5704 Lindley Ave, Encino CA, 91316

info@brightonadvisory.com  /  Tel. 818.342.9950