Wills and Trusts

Wills and Trusts

The Foundations of Your Rock-Solid Estate Plan

Even if you have many moving parts to your finances,

you can get on track by focusing on two main areas

of estate planning: wills and trusts. Here’s how to do it.

Who can benefit from the Wills and Trusts?

The foundations of your rock-solid estate plan.  Even if you have made some headway in this area, your plan for your estate is probably a little—and maybe a lot—out of date.  You can benefit from an update!

Download your copy here

Important Disclosures:
This information is not intended to be a substitute for specific individualized advice. Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversion from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Stock investing involves risk including potential loss of principal. Diversification does not protect against market risk.  The content is provided as an educational resource. Neither Summit Investment Advisors nor any of its affiliates shall be liable for any errors or delays in the content, or any actions taken in reliance thereon.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Summit Investment Advisory Services, a Registered Investment Advisor. Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial.
2018-04-27T11:04:10+00:00By |Categories: Advanced Planning|