A Newer, Faster, Less Expensive Way to Your Estate Plan

In episode 8 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, sits down with Becky Thompson and David Haughton from “Wealth.com” to discuss the importance of estate planning, the “Wealth.com” platform and the technology solutions they offer to help clients navigate the process and feel confident in their estate plan.  Below are a few of the topics they dive into:

·         Common reasons why people may not have an official estate plan in place

·         The advantages of having your financial advisor involved in your estate  planning

·         How “Wealth.com” strives to make estate planning more accessible, comprehensible and less of a burden

As always, please send our team any questions or topics you’d like us to cover in the future.  

We hope this finds you well.

Becky Thompson and David Haughton are not affiliated or registered with Cetera Wealth Services, LLC.  Any information provided by Becky or David is in no way related to Cetera Wealth Services, LLC or its registered representatives.  GEORGE MCCABE offers Securities through Cetera Wealth Services, LLC, member FINRA/SIPC.  Advisory Services offered through AdvisorNet Wealth Partners a registered investment adviser.  Cetera is under separate ownership from any other named entity.

Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, account or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.