When it comes to generational wealth, most of us want to talk about how to make and keep our money but we don’t want to talk about what happens to it all when we die. Monique, Chris and Aly break it down to the basics with Martha Sotelo. Martha is a principal in the law firm of Vaughan, Fincher & Sotelo, PC. She assists clients with their estate planning and estate administration needs and is also the personal estate planning attorney for the Samuels family.
Generational Wealth: Estate Planning 101
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