Elements of Wealth Management Episode 10: Estate Planning

The final episode in our 10 part series about the Elements of Wealth Management. No matter what stage of life you’re in, everyone needs to have an estate plan prepared. Phil and Dustin go through the most important aspects to consider when creating an estate plan in an unpredictable world.

This video is a publication of Omnistar Financial Group. The content is developed from sources believed to be accurate and reliable with all information. The information in this material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult with a tax or legal professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for purchase or sale of any security or service provided by Omnistar. Any opinions expressed in this video reflect those of the authors and are subject to change. Any distribution, use or copying of this video other than the intended recipients is prohibited.

Omnistar has been serving clients since 1992 through deep relationships, actionable strategies, and advanced technology. Our goal is to empower those we serve to reach their goals and live their best life.

Give us a call at (910) 319-7834
Or visit our website at www.omnistarfinancial.com


Leave a Reply

Your email address will not be published. Required fields are marked *

98  −    =  91

Inviting Guest Posts
Contact us for best offers
No, thank you. I do not want.
100% Secure App.
Powered by