11440 W Bernardo Ct., Suite 378, San Diego, CA 92127

858.925.8350
Client Login
Summit Financial Partners Home
Summit Financial Partners Home
  • Home
  • Home
  • Our Team
  • Core Values
  • Our Services
  • Resource Center 
    • About LPL
    • Resource Library
    • Tax Resources
    • Glossary
  • Request an Appointment
Client Login

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Capital Gains Tax When Selling Your Home

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Contact

Office: 858.925.8350

Mobile: 858.879.8997

Fax: 858.925.8360

11440 W Bernardo Ct.

Suite 378

San Diego, CA 92127

service@mysummitfp.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Craig Cohn is a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

Michaela Brickley is a Registered Representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.