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Estate planning can feel overwhelming, but it doesn't have to be. In this episode, TJ sits down with Manny Vieites, an experienced Asset Protection Attorney, to discuss the crucial aspects of estate planning. Manny graduated from the University of Miami School of Law, and also received a Harvard Law certificate in Business Valuation and Finance. His legal expertise lies within Estate Planning, Asset Protection, Business Law, and Business Planning. Get in touch with Manny here 👉 [email protected]

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🎙 Loans Elevated Podcast

Clear, strategic conversations on mortgages, real estate, and home financing — designed to help you make confident, informed decisions without the hype.

Hosted by Loans Elevated, presented by The Lassig Team at CrossCountry Mortgage.

🔗 Resources & links: https://lassigteam.com
📲 Follow us on Instagram & Facebook: @loanselevated

Hosts:
Broch Lassig - Branch Manager | NMLS 340314
TJ Heidenreich - Sales Manager | NMLS 1802412
Ryan King - Loan Officer | NMLS 1870771
Branch NMLS 2048956

Equal Housing Opportunity.
All loans subject to underwriting approval. Certain restrictions may apply.

CrossCountry Mortgage, LLC | NMLS 3029
www.nmlsconsumeraccess.org

This podcast is for educational purposes only and does not constitute financial, legal, or tax advice. Consult a qualified professional regarding your individual situation.