“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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Featured on Podcast

I had the joy of being interviewed about my estate planning business on the Rise Grind Repeat Podcast on August 2, 2021.  Dustin was a fantastic interviewer.  He asked great questions both about the marketing and the legal side of the business.  So grateful for the opportunity to share my business in our community. To …

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Healthcare Planning

This article was written for attorneys, but contains excellent content on the reasons why healthcare planning is just as important as the will or trust.  This was published in a journal I subscribe to through WealthCounsel.  Credits and sources appear in the article below. Do Your Clients Appreciate the Need for Emergency Medical Planning? 10/15/18 …

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