Stacks of Cash
Stacks of Cash by Monterey Wealth offers insights into many financial topics and financial news headlines to help educate you in the world of personal finance.
Stacks of Cash
Estate Planning Basics - Wills
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Monterey Wealth
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Season 2
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Episode 7
Monterey Wealth is excited to invite Guest Host Devin Phillips, Partner of Weener, Nathan, Phillips, LLP to discuss the importance of creating and updating your Estate Plan. Devin touches on the basics and differences between simple Last Will and Testaments, Probate Court and why updating your beneficiaries on various assets is crucial.
For any question, please reach out to Monterey Wealth at http://montereywealth.com. For any legal advice or legal questions, contact Devin Phillips at https://www.wnpllp.com/ or email him at dphillips@wnpllp.com.