March 2024

“Real” Estate Planning with Karl Weiss of Fairway Mortgage

In March 2024, Karl Weiss invited me to appear on his Weiss Wealth & Wisdom podcast.   Karl is a mortgage broker with Fairway, a very reputable mortgage lender.  He was a very engaging host with insightful questions. We discussed a broad variety of topics in estate planning. Segment 1 – WILLS   https://youtu.be/61J3nphQsE4 Segment 2 – Wills …

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