919-678-0007 Contact us Home The FDG Difference For Individuals For Employers Resources Client Access ESTATE Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Featured Video Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Featured Presentation Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? Name Email Message Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Articles Calculators Presentations Videos Contact Office: 919-678-0007 Toll-Free: 919-678-8423 Fax: 919-675-1981 5001 Weston Parkway Suite 200 Cary, NC 27513 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. 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. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA & SIPC. Advisory Services offered through First Allied Advisory Services, A Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration. Important Disclosures | Business Continuity Important COVID-19 NY EXECUTIVE ORDER Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.