Michael D. Von Berg, Financial Advisor

5304 South Florida Avenue Suite 400-B
Lakeland, FL 33813

(321) 203-7363

Test Your Estate Strategy Knowledge

Share |

Have A Question About This Topic?

Thank you! Oops!

Related Contents

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.