What would you do if you got a notification from the bank and found out that you had a million dollars? Would you know how to protect it in the best way? What is the first thing you would buy?

Gabriel Sepulveda-Sanchez recently spoke about this topic with Paul Vega, who is a settlement consultant, the founder and President of Vega Settlement Group, and a Series 7 and Series 63 licensed financial advisor located in Los Angeles, California.

Paul brings to the table over 20 years of expertise in the financial industry and another 8 dealing with plaintiff settlements. He specializes in personal injury, wrongful death, medical malpractice, punitive damages, Medicare set-asides, and employment settlements. Using this experience, Paul designs complete financial portfolios to help his clients properly handle their settlement windfalls, managing long-term goals while assessing for risk tolerance.

On this episode of Beyond the Bar, I invite Ruben Sanchez, Superintendent of the Stockton Rural Cemetery. Ruben has worked in the cemetery business for over 25 years, and has a unique perspective on the subject of death, avoiding conflict after death, and what his customers are seeking when it comes to finding a lawyer to represent them in wrongful death matters.