Summit Legacy Law

If you don’t have an operating agreement for your business or side hustle, you SHOULD!

October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic. Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury but a necessity. Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize that the journey is rarely straightforward. Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works? Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal. Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about certain documents but more like a good lasagna recipe. Read more… #SummitLegacyLaw #EstatePlanning #LegacyPlanning #AssetProtection #WealthPreservation

The allure of Do-It-Yourself estate planning through AI is strong, especially when you think your situation is simple and straightforward. But here’s the truth: estate planning is not just about creating a set of documents, and it’s almost always more complicated than you think. Read more…

Imagine this: You're in your twenties and you fill out a form at work, naming your significant other as the beneficiary of your retirement account. Fast forward 28 years - you've long since broken up, lived a full life, and died, and your ex gets your now-million-dollar nest egg. Sound far-fetched? It's not. Read more… #summitlegacylaw #estateplanning #estateplanningattorney #idaholawyer #utahlawyer #assetprotection #retirement

Discover my easy wealth-building strategies for busy moms this summer. Automate savings, leverage rewards, and invest in your home for a brighter financial future. #FinancialWellness #LegacyPlanning