Do you a Will or Trust? Part 13

This is about having the documentation.
The problem is that when something happens and there is not a properly prepared and documented estate plan.
This series of short videos will provide insights to important aspects of financial planning.
Learn about Rick Cabrera, who has the Certified Tax Specialist and Certified Estate and Trust Specialist designations and why he is so passionate about helping clients create a solid plan.
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Disclosures:
Rick W Cabrera
877.VISTA20 (877.847.8220
www.vistaprowealth.com
www.calendy.com/rickwcabrera
Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser.
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Always consult with your own qualified tax/legal advisors.