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Jason Cross is a wealth adviser at Brightworth, an Atlanta wealth management firm with $3 billion in assets under management, serving more than 1,200 families in 48 states. He works with high net worth families in investment management, retirement transition, business succession and wealth transfer planning. Jason is a Certified Financial Plannerâ„¢, Certified Trust and Financial Advisor and an active member of the Georgia Bar Association.
An estate plan takes your will a step further to account for more than just your possessions. It provides clarity to your estate and can help head off potential future family battles.
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