Summit Legacy Law

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

Join me in discussing values, life situation, location, and more when choosing the ideal guardian! #ChildCare #FamilyFirst

Many people overlook digital assets, but they're just as important as physical ones. Here’s how to ensure they’re included in your estate plan: 1️⃣ Make a list of your digital assets: online accounts, email, social media profiles, and cryptocurrencies. 2️⃣ Name a tech-savvy and trustworthy digital executor in your will to handle your digital affairs. 🤝🔐 3️⃣ Provide clear instructions for accessing and managing these assets. Use a password manager for secure storage. 🔑 4️⃣ Understand the legal and privacy issues, and make sure your executor knows how to navigate them. 📃⚖️ 5️⃣ Consult with an estate planning attorney to avoid complications and ensure your wishes are honored. 📋✅ Including digital assets in your will is crucial for a comprehensive estate plan. Legal info; not legal advice. #SummitLegacyLaw #EstatePlanning #AssetProtection #PeaceOfMind #Legacy #SunValleyIdaho #DigitalAssets #LegacyPlanning

Protect your online presence and assets with expert advice on strong passwords, 2-factor authentication, and estate planning strategies. Connect with me for more valuable insights! #DigitalAssetProtection #EstatePlanning #SummitLegacyLaw

🖥️✨ Do you know all your digital assets? Start today by listing your accounts and assets, using tools like Proton Pass for secure storage. Keep it updated and safe! 🔐 Legal info; not legal advice. #SummitLegacyLaw #EstatePlanning #AssetProtection #PeaceOfMind #Legacy #SunValleyIdaho #DigitalOrganization #TechTips #DigitalAssets

💻🔒 Wondering what digital assets are and why they matter in estate planning? 🤔 Let's break it down! Digital assets encompass everything from online accounts to digital currencies. Just like physical assets, they hold value and need protection. 💰 From financial accounts to personal profiles and subscriptions, they're all part of your digital legacy. This week, I'm diving into the importance of securing your digital assets. Stay tuned for more tips! Legal info; not legal advice. #SummitLegacyLaw #EstatePlanning #AssetProtection #PeaceOfMind #Legacy #SunValleyIdaho #DigitalAssets #EstatePlanning #ProtectYourLegacy #FinancialSecurity #DigitalLegacy

Estate planning mistakes can be costly and have serious consequences. Don't delay in creating a plan, keep it regularly updated, and always seek professional advice. Protect your loved ones and ensure your wishes are honored. 📜✒️ Legal info; not legal advice. #SummitLegacyLaw #EstatePlanning #AssetProtection #PeaceOfMind #Legacy #SunValleyIdaho #FinancialPlanning #ProtectYourLegacy #PlanAhead

A will won't avoid probate, manage assets during incapacity, cover jointly owned property, or address digital assets. Strengthen your estate plan with additional documents and consult an estate planning attorney. Legal info; not legal advice. #SummitLegacyLaw #EstatePlanning #AssetProtection #PeaceOfMind #Legacy #SunValleyIdaho