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Estate Planning

Now Is the Perfect Time to Discuss Estate Planning

Many people may think they do not have to worry about estate planning until they reach a certain age. The truth is, it is never too early or too late to create a solid estate plan. An estate plan is more than just dividing your property among family; it is also establishing who can make decisions for you if you are unable to communicate your wishes, managing your finances and so much more.

What To Include in Your Estate Plan

Legacy planning is different for everyone, and your estate plan that you create with our professional financial planning team may look different from someone else's plan. In many cases, estate plans may include the following:

• Living Will
• Power of Attorney
• Trusts

There are a variety of different types of wills, powers of attorney and trusts that you can and should discuss with a legal professional. While Summit Group does not offer legal services, our financial planning team can help by reviewing your current estate plan and explain how it may affect your current financial goals.

Schedule a Consultation to Start Planning Today

Without an estate plan in place, it may be up to the courts to appoint someone to manage your finances, property and other assets if you become unable to do so. To learn more about how your legacy plan and financial objectives are connected, contact Summit Group by calling 601-982-8221 and meet with ou advisor today.

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