Episode 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” but may not fully understand its significance or whether it’s necessary for their estate planning needs. Kelly provides valuable insights into the world of trusts, including type and their role in securing your financial future.

Watch below, and stay tuned for more insights on 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.