Episode 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 the details of each asset and explains how they move from one person to another, taking a close look at the complex processes involved. Watch below and stay tuned for more insights into estate planning!

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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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.