EPISODE · Feb 1, 2023 · 38 MIN
133: Why You Need an Estate Plan with Andres Mazabel
from Build a Better Financial Future · host Luis F. Rosa, CFP® EA
In the newest episode of On My Way to Wealth, I sit down with Andres Mazabel, Head of Advisor Solutions at Trust & Will. Having spent 10+ years in private banking, he's now on a mission to help advisors implement estate planning and deliver comprehensive planning. Andres views estate planning as a huge opportunity for financial advisors to deepen relationships, add value, and implement legacy planning conversations. Notes: In this episode Luis and Andres talk about: -What you need to know about estate planning -What is probate? -Choosing a guardian for your children -The difference between a trust & a will Resources: Trust & Will Download the 3 Fundamental "Money Moves" to Make Before Turning 45 The BLX Internship Program Luis' LinkedIn Luis' Twitter Luis' IG On My Way To Wealth YouTube channel
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133: Why You Need an Estate Plan with Andres Mazabel
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