Discovering Responsible Wealth
Ep. 95 Legacy Planning
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:17:03
- More information
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