Aquila Wealth Advisors, LLC

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Podcast: When to get a Trust

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When to get a Trust Eric Maldonado, CFP®, MBA, Aquila Wealth Advisors, LLC, San Luis Obispo, CA

Today, we’re talking estate planning and when is it the right time to get a Trust in place.

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.