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After You Are Gone

It’s important to manage personal affairs while you’re alive and able to control the way your assets are distributed at your death. 

It is a popular misconception that only the ultra-rich need an estate plan.  Let’s get together to talk about other issues that may affect your legacy: family members with special needs, blended families, charities that are dear to your heart, special bequests.  All of these issues can be addressed with proper estate planning. 

Maximize your legacy and financial impact after you leave this earth by taking control of your estate sooner, rather than later.

For a comprehensive review of your personal situation, always consult your legal advisor. Neither Summit nor any of its representatives may give legal advice.