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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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.