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Estate Planning Essentials with Lissette Moreno
Manage episode 446302308 series 3575591
Contenuto fornito da Jessica Russell & Shelley Connell, Jessica Russell, and Shelley Connell. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Jessica Russell & Shelley Connell, Jessica Russell, and Shelley Connell o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this episode, we sit down with special guest Lissette Moreno from Schultz and Keller to dive into the important topic of estate planning. Lissette shares expert advice on where to begin, what factors to consider, and the key differences between wills and trusts. Whether you’re just starting to think about your future or looking to update your existing plans, this episode offers valuable insights to help you protect your assets and your loved ones at ANY age.
Email Lissette - lissette@mydfwlawfirm.com
Learn more about Schultz and Kellar - https://mytexaslegacyplan.com/
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