Continue Your Impact
Your life's work and achievements deserve a thoughtful plan that reflects the legacy you want to leave behind. Legacy means something different for everyone. The look, feel, and goals vary from person to person, but one thing is certain: every individual leaves a legacy. Estate planning is an essential part of passing on everything that defines your life and impact, helping to ensure you continue to influence even after you're gone. We aim to give you the peace of mind of knowing where your assets, possessions, and unfinished business will go. Let our caring team help you to pass on your wealth in a way that’s right for you.
Right for Every Stage of Life
You know how a lack of planning can create chaos in the lab, business, or everyday life. The same applies to your estate. Without a solid plan, your loved ones could face unnecessary stress, confusion, and financial burdens.
For Reflection
Reflect on your achievements, confident in knowing you’re having a positive impact on the world.
Young Families
Designate guardians for your children and help ensure they’re taken care of after you’re gone.
Values + Traditions
Help ensure your values, philanthropy, and established foundations carry on for years to come.
Peace of Mind
End the cycle of worrying about life’s unpredictability and “what if’s.”
Lessen the Burdens
Take potential stressors away from those who mean the most to you.
The Summit Approach to Estate Planning
Comprehensive Review
Summit typically begins estate planning when clients have questions about passing on their wealth. We review financial data and current conditions. This thorough assessment lets us see the big picture before we focus on the details to create an action plan that meets your needs and prioritizes your concerns.
Collaborative Planning
If needed, we can meet with or connect you to an attorney or insurance agency to collaborate on creating the necessary documentation, such as wills, powers of attorney, trusts, and insurance policies.
Tax Efficient Strategies
We evaluate potential tax implications and efficiencies based on your goals and wishes, implementing strategies aimed at minimizing tax impact.
Proactive Review
We offer proactive, periodic reviews to verify that the plan and its corresponding documents remain relevant and compliant with state laws and regulations. We guide plan development, but attorneys or appointed legal representatives execute the plan after the client passes.
Let’s Discuss Your Legacy
Reach out to Summit Retirement Advisors for your estate planning needs.
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