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 52

September 12, 2024 00:05:21
Episode Cover

Lump Sum Option for My Pension?

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the positive and negative issues when deciding on a lump sum option when...

Listen

Episode 63

November 21, 2024 00:01:39
Episode Cover

Dow and ?

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss why the Dow may not be the best indicator of your financial portfolio...

Listen

Episode 81

March 27, 2025 00:02:08
Episode Cover

New Investments in America

Hosts Brent McCay and Hayden Proffitt, of McCay Wealth Advisory, discuss the impacts of new corporate investments in America, specifically Apple and TSMC.  Learn...

Listen