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Wills, Trusts, and Doing It the Right Way

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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What does estate planning have in common with baseball fundamentals? This episode with George Politarhos explains wills, trusts, and legacy planning using straightforward, real‑life examples. The discussion highlights why planning ahead removes emotional burden from loved ones, how trusts protect assets and beneficiaries, and where DIY solutions often fall short. Listeners gain clarity on incapacity planning, inheritance structure, and why thoughtful preparation can shape outcomes long after retirement begins.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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