Discovering Responsible Wealth

Ep. 95 Legacy Planning

Informações:

Synopsis

This week attorney Bob Munoz is in studio. Frank and Bob have a discussion on memorializing and documenting your legacy. Bob discusses some of the important documents that are needed such as trusts and wills.To learn more about C&A Financial Group or to consider a fulfilling career with us, visit us online at www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube