Understanding Trusts with Geoff Madsen

Episode 326,   Jul 11, 2019, 07:01 AM

Episode image

On this show, we talked about the challenges associated with intergenerational wealth, successfully managing trusts and the importance of clear expectations when planning, with Geoff Madsen, Chairman of the Independent Trust Company.  Listen to learn the fundamentals of trusts and how they work!
For the Difference Making Tip, scan ahead to 18:42!
You can learn more about Geoff at IndependentTrust.com and  LinkedIn.
Interested in starting your own podcast?  Click HERE
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!

On this show, we talked about the challenges associated with intergenerational wealth, successfully managing trusts and the importance of clear expectations when planning, with Geoff Madsen, Chairman of the Independent Trust Company.  Listen to learn the fundamentals of trusts and how they work!

For the Difference Making Tip, scan ahead to 18:42!

You can learn more about Geoff at IndependentTrust.com and  LinkedIn.

Interested in starting your own podcast?  Click HERE

Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.  Check out Money Alignment Academy as well!