(734) 929-4235 Home About LPL Resource Center Blog Tools Account View 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 When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. 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 Question Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? ARTICLES CALCULATORS PRESENTATIONS VIDEOS Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. VIEW ALL ARTICLES Contact Boardwalk Financial Group Office: (734) 929-4235 3025 Boardwalk Suite 165 Ann Arbor , MI 48108 Series 7, 63, 65 registrations held with LPL Financial as well as Life, Accident & Health, and Variable Annuities mark.foster@lpl.com 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. Mark Foster is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, FL, MD, MI, NJ, NC, OH, TN, VA, WA ;