Retirement Plan Playbook

Ep 34: Creating Your Estate Plan


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Many people don't realize how crucial it is to have a thoughtful and intentional estate plan in place. This plan addresses how you want your assets passed down, who is able to make decisions for you if you become incapacitated, and much more. Brent, Matthew, and Joshua talk about the basic components of an estate plan and some tips for maintaining the plan once it's established.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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Retirement Plan PlaybookBy Matthew Theal, Brent Pasqua, Joshua Winterswyk

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