Begin Your Estate Planning Journey
We understand the significance of securing your legacy and protecting your loved ones. Our Estate Planning Services are meticulously tailored to honor your unique aspirations and safeguard the future of your estate.
Building lasting relationships with our clients lies at the heart of our practice. We believe that every individual and family has a story, and we’re committed to understanding yours. Our dedicated team works closely with you, forging a partnership founded on trust and transparency.
Schedule a meeting with our experienced estate planning advisors to discuss your goals, concerns, and aspirations for your estate.
Take inventory of your assets, including properties, investments, life insurance policies, and valuable possessions.
Take inventory of your assets, including properties, investments, life insurance policies, and valuable possessions.
Consider discussing your estate plans with family members or heirs to ensure transparency and understanding of your intentions.
Clearly outline and confirm the beneficiaries of your estate, specifying assets and inheritances for each individual or entity.
Collaborate with our team to establish trusts or draft a will that accurately reflects your wishes and ensures a smooth transfer of assets.
Evaluate potential tax implications and explore strategies for minimizing estate taxes and preserving wealth.
Plan for regular reviews and updates to your estate plan to accommodate life changes, new assets, or shifts in your priorities.
Finalize legal documentation and ensure that all paperwork is in order to execute your estate plan effectively.
Estate planning isn’t just about assets and documents; it’s about ensuring your wishes are fulfilled and your family’s future is secure.
We approach each case with a deep sense of responsibility and empathy, recognizing that your legacy extends far beyond monetary value.
From crafting comprehensive wills and trusts, to offering expert guidance on asset protection and legacy preservation, our experienced advisors are here to navigate the complexities of estate planning alongside you.
We aim to empower you with the knowledge and support necessary to make informed decisions about the legacy you leave behind.
At Summit Legacy, we’re not merely planners; we’re stewards of your legacy, committed to safeguarding what matters most to you. Let’s embark on this journey together to create a meaningful, enduring impact for generations to come.
Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Summit Legacy Insurance, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.
Summit Legacy Insurance
180 Cherokee Street NE, Suite 200
Marietta, GA 30060
(770) 425-9989