When You Lose a Loved One Who Handles All the Money

May 1, 2019

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Michael Aloi, Summit Financial, LLC

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The views and opinions expressed in this post are solely those of the author and do not represent those of, nor should they be attributed to Summit Financial LLC.

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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State St., Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC. ("Summit"), are not affiliated companies. Investments through PKS and Summit are:

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