Structuring Wills and Trusts

Episode 9 November 23, 2023 00:05:31
Structuring Wills and Trusts
Investment Insight with McCay Wealth Advisory
Structuring Wills and Trusts

Nov 23 2023 | 00:05:31

/

Hosted By

Brent McCay, Host Hayden Proffitt, Co-Host

Show Notes

Hayden Proffitt of McCay Wealth Advisory, LLC talks with Jonathan Burns, partner at Spencer Fane, LLP about tips on how to structure your wills and trusts.

Other Episodes

Episode 31

April 18, 2024 00:05:08
Episode Cover

How Fast Can I Get My Cash?

Hosts Brent McCay and Hayden Proffitt discuss the current process for receiving payments when you sell certain investments, and how that is expected to...

Listen

Episode 77

February 27, 2025 00:01:24
Episode Cover

Capital Gains Exclusion

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the qualifications for the 2-year capital gains exclusion.  Learn about how much of...

Listen

Episode 75

February 13, 2025 00:02:56
Episode Cover

1099 Info

Hosts Brent McCay and Hayden Proffitt talk about the different 1099 forms you may receive through the year, and the deadlines for receiving each....

Listen