Browse informational videos from VistaPro Wealth Management on legacy planning, trusts, beneficiary planning, inheritance strategies, and legacy planning.
Why Estate Planning Matters Before You Need It
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.
Published: August 26th, 2026
What if You Die Without An Estate Plan
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.
Published: August 19th, 2026
Why Estate Planning Matters Before You Need It
The video is designed to discuss estate planning at a high level, focusing on clarity, family considerations, liquidity, legacy goals, and coordination with qualified legal and tax professionals.
Published: August 12th, 2026