Browse informational videos from VistaPro Wealth Management on legacy planning, trusts, beneficiary planning, inheritance strategies, and legacy planning.
Are the beneficiaries on your retirement accounts and insurance policies still what you want today? Rick Cabrera discusses why information established years ago may be worth reviewing as your life changes.
A high-level discussion of how a lack of planning may leave loved ones with additional questions, administrative work, possible delays, professional expenses, and family uncertainty during an already difficult time.
A short discussion about why estate planning matters, the value of creating clarity for family and legacy goals and how organizing the financial side can help prepare someone for conversations with legal and tax professionals.