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Estate Planning

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Trusted Estate Planning

Preparing for the reliable and successful transfer of your assets to your beneficiaries in the most tax-efficient manner possible is, unquestionably, one of the most critical priorities of your lifetime. The team at Brighton Securities will work with you and your legal counsel to appropriately allocate your assets within a well thought out estate plan which ensures that your assets are distributed according to your wishes.

Since our founding in 1969, Brighton Securities has gone to great lengths in streamlining and simplifying the process of working with our clients and their legal counsel to prepare wills, trusts, and a full complement of asset transfer and protection services.

Preparation of Wills and Trusts

When it comes to ensuring that the fruits of your hard work and accomplishments are distributed in accordance with your wishes, there is no such thing as a trivial oversight. We take a thoughtful and meticulous approach when it comes to trust and estate planning and preparation. Our team of financial professionals will guide you through the entire estate planning process to make sure you and your family are well prepared. We can work with your existing trust and estates lawyer or recommend an attorney that is best suited to your specific needs.

Elder Care Trust Planning

Elder care costs can be devastating if you don’t make it part of your financial plan. There are a number of available options to help protect your assets in the event that elder care is needed. The Brighton Securities team of financial professionals can work with you and your legal counsel to create a customized plan utilizing a wide range of options to ensure that your lifetime of hard work is properly safeguarded.

Asset Protection

As you move through various life stages and accumulate more and more assets, you must make sure they are well protected and can ultimately be transferred to your beneficiaries in a tax-efficient manner. This can include ensuring that all 401(k) retirement funds and IRAs have been accurately inventoried, along with any other high-value assets. Brighton Securities can help you protect your assets by helping you identify your beneficiaries, allocate your assets according your specifications, assist your estate attorney in preparing necessary legal documents, and a host of other asset protection services to meet your individual needs.

The Trusted Estate Planning Experts

Whether you're closing in on retirement and simply need to prepare or update your will or maybe you are in the heart of your career and looking to get a jump on the estate planning preparation process, Brighton Securities is the financial firm our clients in both Rochester NY and throughout the country trust to advise them on planning their estate.

To learn more about setting up a will, trust, or other estate planning services, contact Brighton Securities today.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client.

To schedule an appointment with one of our financial professionals, call Brighton Securities today in Rochester at 585.473.3590, or our Batavia office at 585.344.1850, or our Lockport office at 716.304.2102.

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