Hellow guys, Welcome to my website, and you are watching June Food For Thought - Legacy Planning: What You Need to Know in Order to Prepare!. and this vIdeo is uploaded by Lake Point Advisory Group at 2021-06-30T14:18:29-07:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | June Food For Thought - Legacy Planning: What You Need to Know in Order to Prepare! |
| Video Uploader | Video From Lake Point Advisory Group |
| Upload Date | This Video Uploaded At 30-06-2021 17:18:29 |
| Video Discription | “Legacy Planning: What You Need to Know in Order to Prepare!” We invite you to watch a replay of Lake Point Advisory Group Lead Wealth Planner, Anna Apodaca, and Associate Advisor, Kody Followwill, discussing with Margaret Svoboda, Vice President and Trust Officer at American National Bank of Texas, about how to successfully pass on assets to who you intend. Their discussion covered important topics such as: • How to create a valid will, • The difference between a trust and a will, • What a trust is and when you should establish one, • How often you should update your trust and/or will, • And SO much more! |
| Category | People & Blogs |
| Tags | People & Blogs Download MP4 | People & Blogs Download MP3 | People & Blogs Download MP4 360p | People & Blogs Download MP4 480p | People & Blogs Download MP4 720p | People & Blogs Download MP4 1080p |
