Estate & Legacy Planning
Get a well-constructed estate plan with your legacy goals in mind.
At Summit Financial Partners, we believe that estate and legacy planning is a vital element to a healthy financial plan.
To ensure you’re protected while you’re living and after you pass on, a well-constructed estate plan has your legacy goals in mind.
Estate plans aren’t just for after you’re gone, they can provide living benefits as well. For example, an estate plan can establish who will pay your bills and oversee your affairs if you are not physically or mentally capable. This is crucial, especially when considering major medical decisions that may need to be made.
The second part of your estate plan will address what happens to your assets after you are gone. We’ll pose important questions such as who gets what, how, and when. All while considering tax repercussions for your loved ones.
We work closely with clients and our in-house Estate Planning Attorney to address common estate planning needs, all under one roof:
Whether you already have an estate plan or aren’t sure where to start, we work together to create a legacy plan that has your goals in mind.