Estate Planning
Your Legacy, By Design
Estate planning that is designed to protect what you've built and reflects what matters most to you.
Schedule a Meeting
Estate Planning
Estate planning that is designed to protect what you've built and reflects what matters most to you.
Schedule a Meeting
Estate planning that is designed to protect
At Summit, we build a plan that is designed to give you control over your assets now, provides for your care if you’re unable to manage things yourself, and outlines a clear roadmap for how your legacy is passed on. If making a charitable impact matters to you, we coordinate that as well. Your estate plan is part of your broader financial picture, integrated with your investments, your tax strategy, your business, and your insurance to help ensure everything is working toward your goals.
Tax-efficient transfer of assets
Gifting strategies and charitable giving
Wealth protection strategies and support for your loved ones during the wealth transfer process
Healthcare directives and incapacity planning
Coordination between your Summit advisor and your estate attorney
Alignment with your business, investments, insurance, and employee benefits
