Financial Insanity 4-9-25: Estate Planning

This is Financial Insanity w-Scott McLean. Today's show is estate planning.  Dave Connolly is today's guest to talk about love and legacy.  Estate planning involves determining how an individual's assets will be preserved, managed and distributed.  It also looks at the management of an individuals' properties and financial obligations in the event they become incapacitated.  Dave focuses on domestic partnership with unmarried couples and securing your future together, protecting assets and avoiding tax pitfalls.  There are key considerations: healthcare, childcare and assets.  The biggest takeaway is act now because making sound long-term decisions will give you peace of mind and ensure financial stability