Estate Planning

Estate Planning

The next piece is to arrange your estate planning issues.

This area is especially important because it integrates financial, tax, and charitable planning. 

Estate planning involves more than tax savings for the wealthy.  A sound estate plan may ensure the effective preservation and transfer of wealth to your loved ones.  A solid estate plan can provide the liquidity your heirs will need to settle your estate taxes and minimize their financial burden at this unfortunate time and allow your family to focus on the grieving process without any added stress.

At Summit Capital Management, we will work with your tax and legal representatives, or help determine the estate planning specialist needed to ensure that all aspects of your plan are met.  Together we’ll help you take the necessary steps to protect, conserve, and distribute your assets for the benefit of your loved ones and philanthropic interests.  We recognize the intricate details of this area, and will effectively assist our clients in meeting their goals.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

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