Spousal Lifetime Access Trust

Episode 10 November 30, 2023 00:19:54
Spousal Lifetime Access Trust
Investment Insight with McCay Wealth Advisory
Spousal Lifetime Access Trust

Nov 30 2023 | 00:19:54

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Hosted By

Brent McCay, Host Hayden Proffitt, Co-Host

Show Notes

Brent McCay, McCay Wealth Advisory, LLC, and Jonathan Burns, partner at Spencer Fane, LLP, discuss how to best utilize the Spousal Lifetime Access Trust in your financial planning.

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