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Phone: (805) 764-0335

BrightPath Wealth Planning, LLC

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Legacy Planning

Legacy planning addresses how we want to be cared for and how we wish to care for others.

Both aspects gain in being well thought-out and organized. Legacy planning involves empowering a team of relatives, friends and professionals who would swing into action should we need them to act on our behalf. Legacy planning also provides for our best wishes to materialize during and beyond our lifetime—whether they be to benefit loved ones or charitable causes.

Estate planning is often perceived as being about tax planning and legal documents. It certainly involves both. Yet it mainly involves formalizing what we value for ourselves and others.

Our Services

  • Investments
  • Life Transitions
  • Retirement Planning
  • Spend-Down Planning
  • Elder Planning
  • Legacy Planning

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  • 5999 Ridge View Street Suite B, Camarillo, CA 93012
  • 2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
  • Phone: (805) 764-0335

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