Summit Estate Planning Group

10/12/2026

EXISTING SUMMIT CLIENTS — THIS ONE’S FOR YOU!
As Thanksgiving approaches, we want to thank the families who have trusted Summit Estate Planning Group with their planning.
As a small token of our appreciation, we’re giving our clients their choice of an Apple or Pumpkin pie from Delicious Orchards to enjoy with their families this Thanksgiving.
Pies will be available for pickup at your designated office (NY or NJ) on Tuesday, November 24.
To reserve yours, contact our office by Friday, October 30 and let us know — Apple or Pumpkin.
This giveaway is exclusively for existing Summit Estate Planning Group clients.
Please note: Pies are prepared in a facility that is not nut-free. Ingredient information is available upon request. One pie per household.

10/01/2026

A Pet Trust Can Facilitate Responsible Pet Ownership for Seniors: Pets bring immense joy, companionship, and measurable health benefits to life, especially as you age. A loyal dog or a purring cat offers quiet comfort, daily routine, and unconditional affection. However, responsible pet ownership involves looking out for your animal’s future as carefully as you look out for their present needs. If you live in […]

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A pet trust allows you to spell out explicit guidelines, so your pet's routine remains as consistent and stress-free as possible.

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 […]

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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 […]

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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, […]

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