Life Estates

Life Estates

Author: Fi Plan Partners August 13, 2025 Duration: 4:53
Investors' Insights and Market Updates
EducationSelf Improvement

Blended families can present unique estate planning challenges, especially when it comes to housing. Watch this week’s Educational Insights episode as Mark Hume explains how a life estate strategy, triggered by a will, could help ensure a surviving spouse has housing security while preserving the inheritance for biological children.

Watch to learn more.

 

Mark Hume, CFP®
Senior Vice President
Wealth Consultant
Email Mark Hume here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

The post Life Estates first appeared on Fi Plan Partners.


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Author: Language: en-us Episodes: 100

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