Visit VestiaAdvisors.com
July 28, 2021

Episode 13 – Putting Your Values into Your Estate Plan With Adam O’Dell

It is critical for you to take the time to go through estate planning to ensure that when the time comes for your wealth to be transferred, it is going where you want it to.  Did you know that during estate planning you have the opportunity to add your...

It is critical for you to take the time to go through estate planning to ensure that when the time comes for your wealth to be transferred, it is going where you want it to.  Did you know that during estate planning you have the opportunity to add your own personal and family values into … Continue reading Episode 13 – Putting Your Values into Your Estate Plan With Adam O’Dell →