LOGIN
FINRA's BrokerCheck
Problems with Probate estate probate

ESTATE • READ TIME: 4 MIN

 

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better...

Continue Reading...
3 Estate Challenges for Blended Families estate
ESTATE • READ TIME: 2 MIN
 

Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced....

Continue Reading...
Yours, Mine, and Ours: Estate Strategies for Second Marriage estate

ESTATE • READ TIME: 3 MIN

 

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1

Unlike a typical first marriage,...

Continue Reading...
Four Steps to Valuing an Estate estate
ESTATE • READ TIME: 3 MIN
 

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1

...

Continue Reading...
Managing an Inheritance estate inheritance

ESTATE • READ TIME: 3 MIN

 

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and...

Continue Reading...

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.