Financial Insanity 1-10-24: Estate Planning

This is Financial Insanity w-Scott McLean. Today's show is estate planning and special guest Dave Connolley. Before you begin to take action on your estate plan, it's important to understand the key topics that may arise as you address specific needs to secure your future and avoid those tax pitfalls. Hear why It's important to work with an attorney and possibly a tax advisor on your estate plan, how to maximize what you leave behind, what tax benefits are important. Plus, the info you need to know on estate, inheritance and gift taxes.