EPISODE · Jun 15, 2024 · 56 MIN
Financial Insanity 6-15-24: Testamentary Trust with George Castanis
from Financial Insanity w-Scott McLean · host Scott McLean
This is Financial Insanity w-Scott McLean. Today's show is testamentary trust with George Castanis. It's hardly ever brought up, but it's important. Testamentary trust can help align your assetswith 3D planning: dreams, dollars and your dynasty. Plus, you can test drive a car, but can you test drive retirement? You'll need tips to help you along the journey into retirement to maximize your portfolio.
What this episode covers
This is Financial Insanity w-Scott McLean. Today's show is testamentary trust with George Castanis. It's hardly ever brought up, but it's important. Testamentary trust can help align your assetswith 3D planning: dreams, dollars and your dynasty. Plus, you can test drive a car, but can you test drive retirement? You'll need tips to help you along the journey into retirement to maximize your portfolio.
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Financial Insanity 6-15-24: Testamentary Trust with George Castanis
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