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.

Stay Connected. Stay Informed. Follow us on social media to be the first to hear about Market Updates!

             

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.