Financial Insanity w-Scott McLean

Financial Insanity 6-8-24: Estate Planning with David Connelly


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This is Financial Insanity w-Scott McLean. Today's show is estate planning with guest Dave Connelley.  What are the in's and out's of state planning and how do you protect your assets and avoid tax pitfalls? Scott and Dave will answer everything related to estate planning.  Plus, there are common reasons for obtaining a domestic partnership agreement, which involve financial rights and parential agreements which could affect your finances.
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Financial Insanity w-Scott McLeanBy Scott McLean