It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered?
Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones.
Check out www.trustate.com for more info, as well as Trustate’s booklet on what to do when someone dies.
Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
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