Estate | SummitWise Financial Group

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Grantor Retained Annuity Trusts (GRATs)

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

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