Financial Insanity w-Scott McLean

Financial Insanity 6-15-24: Testamentary Trust with George Castanis


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This is Financial Insanity w-Scott McLean.  Today's show is testamentary trust with George Castanis. It's hardly ever brought up, but it's important. Testamentary trust can help align your assetswith 3D planning: dreams, dollars and your dynasty.  Plus, you can test drive a car, but can you test drive retirement?  You'll need tips to help you along the journey into retirement to maximize your portfolio.
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Financial Insanity w-Scott McLeanBy Scott McLean