Ep. 95 Legacy Planning

23/08/2014 17 min
Ep. 95 Legacy Planning

Listen "Ep. 95 Legacy Planning"

Episode 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, schedule a meeting or to consider a career with us, visit www.ca-strategy.com for more information. Follow us online on Facebook, LinkedIn and YouTube