Estate Preservation Protect your personal, financial, and philanthropic goals.

Silver Summit Financial positions your estate to work symbiotically and efficiently under one plan. We’ll help preserve your legacy and protect your personal wealth.

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Helping you navigate through life's unpredictable stages.

By definition, estate preservation is a process designed to help manage and protect your personal, financial, and philanthropic goals while you are alive, and to conserve and control their distribution after your death according to your wishes. But what estate preservation means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate preservation needs.
The act of protecting your personal wealth is one of the most important decisions you’ll ever make. We’ll help create a tailored, tax-efficient plan that is flexible to navigate through life’s unpredictable stages not only for today but for tomorrow.

Who would you like to have your estate?

There are three parties you can allow to have access to your estate: your beneficiaries, a charity, or the government. The choice is yours.


You have the ability to name your beneficiaries and financially help them replace lost income or wealth.


Have a cause that’s near and dear to your heart? You can leave a charitable gift to your favorite nonprofit.


If you do not have a plan in place, you potentially risk a large portion of your estate going to the government.

Life insurance can help simplify the transfer of assets

A life insurance policy immediately creates a fully valued tax-free asset upon first premium receipt. Many people want to know the most efficient and cost-effective way to maximize the distribution of their assets, and there is no better asset class than life insurance.

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Tax-free wealth transfer

The death benefit is the main reason you should buy life insurance. In the event of an early death, the death benefit passes to your beneficiaries income-tax-free and can be used for income replacement, supplemental college funding, business succession, and much more.

A resource in the event of an unexpected illness

If a serious illness arises, the road to recovery may take a while and could affect your financial future. Certain life insurance policies offer you living benefits that accelerate the death benefit so you can cover any ongoing expenses.

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