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Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia

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Inheriting Chaos with Compassion

Best selling author, Jennifer Luzzatto provides expert advice to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing.

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book cover of Inheriting Chaos with Compassion

Inheriting Chaos with Compassion

Written by Jennifer Luzzatto, President of Summit Financial Partners

Inheriting Chaos with Compassion is an invaluable and compassionate handbook that covers power-of-attorney, executor responsibilities, and all aspects of settling an estate, while providing essential information about bank accounts, investments, and any professional service you might require.

Inspired by Jennifer’s personal experience and informed by her three decades in the financial services industry, Inheriting Chaos with Compassion will get you through the tangled financial legacy your loved one left behind.

Buy Now Download Free Chapters

Checklists from the Book

Download these useful checklists from Jennifer’s book and let us know when we can help.

Getting Financially Organized Checklist Initial Checklist After a Loved One Dies

Podcasts Interviews with Jennifer Luzzatto about her book

  • Breakfast Leadership Podcast
  • Interview on Roman Prokopchuk’s Digital Savage Experience
  •  Author Hour Interview
  • Natural Path – Love is Medicine
  • Keepin’ It Juicy Interview on Finance
  • Money Tree Podcast – Interview with Jennifer Luzatto

Articles

  • 8 Books Written by Entrepreneurs to Help you Find Motivation
  • Interview on WTVR News

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Summit Financial Partners
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Fee-Only Investment Advisory and Financial Planning Firm
Serving the Greater Richmond, VA Region since 1999

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Download Free Chapters
Initial Checklist After a Loved One Dies
Getting Financially Organized Checklist