Estate Planning

Estate planning is one of the most critical—and personal—aspects of managing wealth. At Lighthouse Legacy Advisors, our goal is to help you design a legacy that reflects your values, safeguards your family, and maximizes the impact of your life’s work.

Working collaboratively with your legal and tax advisors, we guide you through the full spectrum of estate planning tools, including wills, revocable and irrevocable trusts, family limited partnerships, GRATs, charitable trusts, and generation-skipping transfer strategies. We also advise on the integration of life insurance and liquidity planning to cover estate taxes and help preserve wealth across generations.

But it’s not just about minimizing estate taxes. It’s about creating a blueprint for stewardship—empowering heirs, supporting charitable causes, and ensuring that your intentions are clearly defined and carefully executed. Whether you are just beginning the planning process or seeking to refine a sophisticated estate structure, we provide clarity, confidence, and discretion every step of the way.

*Lighthouse Legacy Advisors and LPL Financial do not provide legal & tax advice or services.