Putting together the puzzle of an Estate Plan

18/07/2023 11 min Episodio 3
Putting together the puzzle of an Estate Plan

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Episode Synopsis

An estate plan is more than a will. Greg Ramirez explains the various components of an estate plan and how it provides directives on things like healthcare and finances... outlining what you want to be done and who you choose to ensure your wishes are carried out. Greg Ramirez is a wealth manager and founder of Advisors On Call. Greg has over 25 years of experience helping Southern California individuals and families prepare for and live confident and successful retirements.www.AdvisorsOnCall.com