We are here to help guide you
The sudden loss of a spouse, a partner, or a loved one is a traumatic event. We know that first hand.
While nothing we can say or do can heal your loss, we are here to help guide you through this troubling time.
Sometimes after a tragic event, all of the financial things you thought were in order are not. For example:
- Designating a beneficiary hasn’t been done for your loved one’s 401k
- Having trouble accessing cash flow
- Weeding through the complexities of estate planning or the receiving of Social Security and life insurance benefits.
- Dealing with the frustrations with IRA distributions or pension payments
Summit Financial Partners can help you answer all the questions or roadblocks you might face. And we do so with the compassion, understanding, and dignity you deserve.
The loss or decline of a loved one is always an emotionally wrenching experience. Having to deal with their finances as well in this already difficult time can seem like an overwhelming burden. Jennifer Luzzatto is ready to extend a helping hand.
Inheriting Chaos with Compassion
Written by Jennifer Luzzatto, President of Summit Financial Partners
Inheriting Chaos with Compassion is an invaluable and compassionate handbook that covers power-of-attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require.
Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.