EP 097 Patty Vargas, Partner – Davis & Santos

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 097 Patty Vargas, Partner – Davis & Santos   Patty Vargas is a shareholder with Davis & Santos and is Board Certified in estate planning and probate law by the Texas Board of Legal Specialization. Patty’s practice concentrates on the representation of individuals and corporate fiduciaries with respect to estate planning, family wealth transfers, probate, guardianships, formation and administration of trusts, including special needs trusts and fiduciary litigation.   Patty has prepared and has assisted in the preparation of IRS filings for transfer tax purposes. She has also represented clients before the Texas Medical Board and the Texas Board of Examiners of Professional Counselors.   Patty’s insights include:    Why it’s a mistake to not prepare an estate plan What non-probate assets are The planning techniques people can do to help pass their assets on How an attorney can help their clients tailor their plan to include their important information The importance of reviewing and updating your documents in case of life changes  The importance of having a roadmap for your trustee Enjoy the show!   Connect with Patty:   LinkedIn:  https://www.linkedin.com/in/patty-vargas-86b33435/ Company LinkedIn: https://www.linkedin.com/company/77167155       Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices