Summit Estate Planning Group

08/19/2026

The kids and grandkids are heading back to school...

Save the date and take a coffee break with us on September 18th! ☕️

More information and RSVP details to follow.

07/01/2026

What Happens to an LLC When the Owner Dies?: What happens to an LLC when the owner dies? If you own an LLC and you’re asking this question, you’re already ahead of most business owners. The answer is not simple, and it is not uniform. It depends on what your operating agreement says, how your personal estate plan is structured, and whether the two […]

The post What Happens to an LLC When the Owner Dies? appeared first on Summit Estate Planning Group.

What happens to an LLC when the owner dies? If you own an LLC and you're asking this question, you're already ahead of most business owners.

06/01/2026

What Assets Does a Will Control?: What assets does a will control? A will controls the assets that make up your probate estate: property held in your name alone, without a beneficiary designation or joint owner. Everything else, including retirement accounts, life insurance, jointly held real estate, and assets held in a trust, transfers through separate legal mechanisms that operate entirely […]

The post What Assets Does a Will Control? appeared first on Summit Estate Planning Group.

What assets does a will control? A will controls the assets that are in your sole personal possession when you die.

05/15/2026

Health Care Proxy vs. Living Will: What’s the Difference?: When most people think about estate planning, they focus on what happens to their assets after they are gone. Wills, trusts, and beneficiary designations all play an important role in that process. But a complete estate plan also addresses something equally important: what happens if you are still alive but unable to make decisions for […]

The post Health Care Proxy vs. Living Will: What’s the Difference? appeared first on Summit Estate Planning Group.

Two documents are essential to that kind of incapacity planning: a medical power of attorney or health care proxy and a living will.

05/01/2026

How to Avoid Family Conflict With Your Estate Plan: How do you avoid family conflict with your estate plan? Clear documents help, but the deeper issue is how your plan handles the emotional, financial, and relational pressures that surface when someone becomes incapacitated or passes away. Staten Island families often discover that conflict doesn’t arise from the size of the estate—it arises from uncertainty, […]

The post How to Avoid Family Conflict With Your Estate Plan appeared first on Summit Estate Planning Group.

How do you avoid family conflict with your estate plan? Clear documents help, and in many cases, honest communication can go a long way.