Estate Planning
Episode 6: Estate Planning 101 – What is Probate?
In our final Estate Planning 101 video, Merit Financial Advisors’ Wealth Manager Kelly Gallimore breaks down the probate process, shedding light on what can often seem like a daunting endeavor.…
Read MoreEpisode 5: Estate Planning 101 – Do I Need A Trust?
Welcome back to Estate Planning 101! In this segment, Wealth Manager Kelly Gallimore delves into a crucial aspect of estate planning: trusts. Many individuals are familiar with the term “trust”…
Read MoreMerit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers. ATLANTA – March 6, 2024 – Merit Financial Advisors (“Merit”), a Georgia-based financial…
Read MoreEpisode 4: Estate Planning 101 – Types of Assets and How They Transfer.
In part four of Estate Planning 101, Wealth Manager Kelly Gallimore provides an insightful analysis of the various asset categories that are essential to the estate planning process. She explores…
Read MoreEpisode 3: Estate Planning 101 – What to Consider When Building a Plan.
In part three of Estate Planning 101, Wealth Manager, Kelly Gallimore, zooms in on essential things to consider when creating an estate plan. Kelly answers questions like whether it’s okay…
Read MoreEpisode 2: Estate Planning 101 – A Holistic Approach.
In part two of Estate Planning 101, Wealth Manager Kelly Gallimore highlights the crucial starting point in a holistic estate plan: having meaningful conversations with the involved parties. Effective estate…
Read MoreEpisode 1: Estate Planning 101 – What is Estate Planning?
Estate planning is a critical component of working towards alleviating financial stress. Wealth manager, Kelly Gallimore, ChFC, CES, takes you through the basics of estate planning from what it is…
Read MoreEstate Planning 101 – Everything You Need to Know About Getting Your Affairs in Order
Written by Emily Boothroyd, JD, CFP®, CPWA®, Wealth Manager, Partner What is estate planning? Estate planning is the process of creating a plan for the distribution of your assets at…
Read MoreThe Ultimate Estate Planning Guide
Written by: Emily Boothroyd , JD, CFP®, CPWA®, Wealth Manager What is estate planning? Estate planning is the act of organizing your financial and personal affairs to allow for a…
Read MoreDuties and Responsibilities of the Executor of the Estate
Written By: Tony Pitzer, CFP® No one is ever prepared for the passing of a loved one. Even when family members have time to say goodbye, the pain isn’t lessened.…
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