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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: