Episode 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 planning begins with open dialogue, emphasizing the significance of communication in crafting a comprehensive and personalized plan. Watch now below!

We hope you find this video educational and informative. Please contact your Merit Financial Advisor if you have any questions concerning your current estate plan or how to begin planning.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors, are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

Kelly Gallimore is solely an investment advisor representative of Merit Financial Advisors and not affiliated with LPL Financial. Any opinions or views expressed by Kelly Gallimore are his/her own and are not those of LPL Financial. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.