Home
Home NavigationMENU
  • About Us 
    • Why Choose Us?
    • Meet Our Team
    • Tell A Friend
  • Our Services 
    • Services For Individuals & Families
    • Services For Business Owners
  • Resources 
    • Articles
    • Calculators
    • Glossary
    • Tax Library
    • Useful Links
    • Videos
  • Contact Us

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.

 

Related Content

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

The Real Cost of a Vacation Home

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Debt vs. Investment

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

 

Get Financial News & Updates Delivered to Your Inbox





Thank you!

Error processing your request. Please try again at a later time.

 

Contact

Office: (631) 563-8433
Office: (631) 750-9407
Fax:(631) 563-7706

amsce@unitedplanners.com

Facebook
 

Have A Question About This Topic?









Thank you! Oops!

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 2026 FMG Suite.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of FL, ID, MA, NJ, NH, NY, NV, and OH. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. 

Insurance-related services may not be provided to individuals residing in any states other than CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, and WA.

Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC. AMS Retirement Solutions and United Planners are not affiliated.

Contact

AMS Retirement Solutions
Office: (631) 563-8433
Office: (631) 750-9407
Fax: (631) 563-7706

515 Johnson Avenue
Suite 201
Bohemia, NY 11716

Series 7, 24, 63, Life & Health

amsce@unitedplanners.com

Facebook

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax Library
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators