Estate planning with Lighthouse Money Management
Estate planning is important so that everything you’ve worked hard for ultimately passes on to your loved ones.
As we build a career, and a life, we accrue valuable assets, such as the family home, significant savings, an investment portfolio, a farm, and/or a profitable business.
Estate planning ensures you can pass on these assets to those you love in the most tax efficient manner, to help them build a secure future. It is part of your retirement planning too, so you can enjoy your retirement and still leave a legacy for the future.
Estate planning can also ensure that you have sufficient reserves should you need to fund elements of long-term care for yourself and/or your partner.
At Lighthouse Money Management, we can help you create an estate plan that is right for you, It doesn’t matter how big or small your estate is.
Estate planning and management in Huron County
If you wish to discuss, amend or change your estate planning, contact us to make an appointment: