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 Deep Dive https://youtu.be/ifv-PUt8KNw
Segment 3 – Trusts Deep Dive https://youtu.be/VNW_cL9pof0
Segment 4 – Trust participants Grantor, Trustor, trustee, beneficiary https://youtu.be/loJeS-v2Hds
Segment 5 – Beneficiary Deeds https://youtu.be/yh0tAeedp3o
Segment 6 – Taxes and step up of basis https://youtu.be/4KdD-0biWVw
Segment 7 – Incapacity Planning https://youtu.be/wy9p6ogeVjQ