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Lisa Brown, CFP®, CIMA® Jan 24, 2022 5:23:17 PM < 1 min read

Estate Planning for Busy Executives

The financial experts at Brightworth share helpful insights for working professionals who want to know if their estate plan is in good shape, including:

  • Three estate planning mistakes busy executives make with their 401(k) plan
  • Stock options and restricted stock – will your heirs still receive the stock? What about taxes?
  • Deferred compensation accounts – should your beneficiary be different than your 401(k)?
  • Retiring soon? How your estate plan should change

 

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Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."