Oscar Vasquez – Real Estate, Estate Planner

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Small Business Spotlight
American Small Business Spotlight
Oscar Vasquez - Real Estate, Estate Planner
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Small Business Spotlight

In this episode, we sit down with Oscar Vasquez a real estate professional and estate planning expert. Chris Doelle talks to Oscar, owner of Estate Doc Prep, about the critical need for estate planning. The discussion covers Oscar’s background, including his entrepreneurial journey from early jobs to establishing a successful mortgage and real estate company. They emphasize the importance of having a living trust to avoid probate and safeguard assets. Oscar explains the functionality and advantages of his company’s software, Estate Doc Prep, which simplifies and automates the creation and updating of living trusts. Additional insights are given into the high costs and lengthy processes of probate, the benefits of naming living trusts as beneficiaries, and the significance of protecting assets through estate planning.

 

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