“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Estate Administration Pitfalls | What Happens After You Die?

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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

Important Disclosures:
https://monumentwealthmanagement.com/disclosures