Estate Planning
Approximately 70% of Americans die without a will. Many want the peace of mind knowing that their family is taken care of in the event of death. A comprehensive financial plan includes estate planning. What do people want?
- Efficient transfer of wealth to their loved ones
- The right plan at a fair price
- To minimize lawyer and court fees
- To minimize the time and hassle of probate
- To minimize estate taxes (avoid Uncle Sam as a senior partner)
- An advisor to explain confusing estate planning concepts in simple terms
- To make a charitable gift in a way that maximizes the gift—minimizing taxes and creating a lifetime income stream—this is smart giving
To find out if your estate is protected*, click here or call Summit Brokerage Services, Inc. at 706-576-4422 or 678-364-9330.
*The initial consultation is at no cost.
Nice things to know:
A Simple, Comprehensive Estate Plan should include:
- A will
- A living will
- A durable power of attorney for finances
- A durable power of attorney for health care.
(Also, adding a Trust might be a benefit for you or your family.)
Related Information: