In the newest episode of On My Way to Wealth, I sit down with Andres Mazabel, Head of Advisor Solutions at Trust & Will. Having spent 10+ years in private banking, he's now on a mission to help advisors implement estate planning and deliver comprehensive planning. Andres views estate planning as a huge opportunity for financial advisors to deepen relationships, add value, and implement legacy planning conversations.
Notes:
In this episode Luis and Andres talk about:
-What you need to know about estate planning
-What is probate?
-Choosing a guardian for your children
-The difference between a trust & a will
Resources:
Download the 3 Fundamental “Money Moves” to Make Before Turning 45
