Ep 135 – Ready To Take The First Steps in Estate Planning?

 It is never too soon to plan the legacy you want to make sure your estate is in order and heirs are taken care of. This episode defines key steps you will want to consider. We review how retirement is changing. And how much money people think you need to have to be wealthy.

WestPac Wealth Partners - Guests:  Aaron Domingo 808-398-6955‬  Email  Diego Lopes 503-207-4555   Email  Website  Financial Professionals

Our guests design and implement financial strategies that are processed focused, that are process focused and based on sound financial principles. By educating clients to make smart decisions in the accumulation, protection and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to community.

• The definition of retirement
• Key estate planning steps: Trust, Will, Living Will and Life Insurance
• Net worth. What is considered wealthy?

Disclosures Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0M56081. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Exp: 6/27

 

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