Financial Insanity 1-4-25: Estate and Legacy Planning

This is Financial Insanity w-Scott McLean.  Today's show is estate and legacy planning with special guest Dave Connolley.  Dave has been a lawyer for over 40 years and is a consultant for Elizabeth Apollo.   The focus is domestic partnership with unmarried couples and securing your future together, protecting assets and avoiding tax pitfalls.  There are key considerations: healthcare, childcare and assets.  Beneficiaries should be designated and the biggest takeaway is act now because making sound long-term decisions will give you peace of mind and ensure financial stability.