Shows
The Ron Greenwald ShowEp. 28 Preserving Your Wealth: Exploring Trusts, Probate, and Legacy Planning with Jennifer McGibbons and Patty GarciaGain valuable insights from experts Jennifer McGibbons & Patricia Garcia on how to plan for the future, navigate estate administration & manage family dynamics. In this episode, Ron is joined by estate planning experts Jennifer McGibbons and Patty Garcia. Jennifer specializes in estate planning, trust administration, and charitable planning, while Patty is a licensed professional fiduciary. Together, they emphasize the importance of informed decision-making and proactive planning to enhance quality of life for parents and their children as they age. They discuss the complexities of blended families, conflicts that can arise during the planning process, and the significance of...2023-05-2356 min