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Episodes
Thursday Jul 11, 2019
Thursday Jul 11, 2019
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.
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