Today I have the privilege of sitting down with Alessandro Chesser, co-founder of GetDynasty.com, to dive into the world of online estate planning! What a great conversation we had – I’m so excited to share it with you.
Alessandro shares his journey from banking at Bank of America and Silicon Valley Bank to founding a successful startup, Carta. We’ll get into how Get Dynasty.com is revolutionizing the creation of wills, trusts, and children guardianship plans without the need for an attorney. You’ll also learn about the differences between revocable and irrevocable trusts, the importance of planning for the future, and how Get Dynasty.com is making these crucial tools accessible to everyone.
Don’t miss this insightful discussion on working toward your financial legacy with me and Alessandro Chesser on today’s episode of CAPitalize Your Finances!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-608360 (09/24)