M&M Wealth Management

Estate Planning Basics & Estate Maximization, Wills, Revocable Living Trust & Irrevocable Trust. This video outlines the core concepts of Estate Planning including estate taxes, revocable living trust, irrevocable trust, probate, durable power of attorney and health care power of attorney. This video also goes over some ideas on how to set up your estate plan and how to use financial strategy and asset positioning to maximize your estate plan.

Guiseppi Morabito, CRPS

President, Financial Advisor

M&M Wealth Management, LLC

gmorabito@mandmwealth.com