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

What this episode covers

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.

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Frequently Asked Questions

How long is this episode of Financial Insanity w-Scott McLean?

This episode is 56 minutes long.

When was this Financial Insanity w-Scott McLean episode published?

This episode was published on January 4, 2025.

What is this episode about?

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...

Can I download this Financial Insanity w-Scott McLean episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.