937-390-0881 info@millerfs.com Client Login Schedule a Meeting Home About Us Resource Center Tools Contact 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 Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. 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? Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Articles Calculators Presentations Videos Contact Springfield Office 2005 Audubon Park Drive Springfield, OH 45504 Phone: 937-390-0881 tony@millerfs.com Dublin Office 5900 Sawmill Road Suite 110 Dublin, OH 43017 Phone: 614-695-4299 info@millerfs.com Quick Links Retirement Investment Estate Insurance Tax Money 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. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Miller Financial Private Wealth Management, LLC and Cambridge are not affiliated This communication is strictly intended for individuals residing in the states of Ohio, Indiana, Illinois, North Carolina, New Jersey, Georgia, Tennessee, Florida, Arizona, Pennsylvania, Colorado, Kentucky, Michigan, Texas, New York, Kansas, and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced