Whether you are approaching retirement or already comfortably retired, it is important to have a written and detailed Retirement and Estate Plan specific to your needs and goals.
Not only does this provide security and comfort that you will be provided for at any age, it gives you a blueprint or road map to follow. Income streams can be projected realistically to ensure the lifestyle you worked hard to achieve is protected from risks and the “tax man”.
We find it often necessary to work with your tax accountants and legal advisors as we find, more often than not, on an individual basis, their recommendations often conflict with the desired end result.
When properly structured, an Estate Plan can reduce the taxes and expenses related to your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected. Most folk who only do things once, often make errors and Estate planning is one of those critical areas that most do not understand.
Our team at Lighthouse Wealth can partner with you to cover all the bases and provide you with the personalized advice you need. We will build you a plan that protects your pensions, your savings, and ultimately your lifestyle and estate goals.