SUMMIT INSIGHTS - BLOG

How To Avoid An “Affluenza” Outbreak: Preparing Heirs for a Wealth Transition

How To Avoid An “Affluenza” Outbreak: Preparing Heirs for a Wealth Transition BY MITCH LEVIN, MD, CWPP, CAPP Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at the end … Read More

The Gift That Keeps on Diminishing

The Gift That Keeps on Diminishing BY JASON PRINT, CFP®, SENIOR WELATH ADVISOR Looking for a nice Christmas gift for that special someone?  How about making them a trillionaire? A trillionaire in Zimbabwe at least.  Back in January of 2007, … Read More