Episode 15: Planning for Peace of Mind – with David Stern

In this episode of the I AM Self-ish podcast, host Will Wright sits down with estate planning attorney David Stern to demystify the often-overwhelming world of wills, trusts, and estate planning. Whether you’re building wealth, raising a family, or simply wanting to prepare for the future, this conversation brings clarity and peace of mind to a topic many tend to avoid.

David shares the key differences between wills and trusts, when and why you might need each, and why estate planning is essential for everyone—regardless of wealth. They explore common mistakes, such as failing to update beneficiaries after life events like divorce, and the emotional challenges people face when planning for the inevitable.

Through real-life stories from his legal practice, David helps listeners understand that estate planning isn’t about death—it’s about protecting life and ensuring financial security, family protection, and generational wealth.

About David Stern:

David Stern is a partner at Mathey & Stern Attorneys at Law, where he specializes in trusts, estates, and asset protection. With a diverse professional background in real estate, finance, and law, David brings a well-rounded perspective to estate planning. He earned his B.A. in music from Vassar College and his law degree from New York Law School. When he's not helping clients secure their family’s future, David enjoys records, board games, whiskey, and quiet evenings at home with his wife Virginia and their cat Cedi.

Connect with David Stern:

🌐 Website: www.matheyandstern.com

📧 Email: [email protected]🔗 LinkedIn: Mathey & Stern

🎵 Personal Favorites: The Living Years by Mike + The Mechanics | Rain Man, Annie

Connect with Host Will Wright:

📧 Email: [email protected]

📸 Instagram: @coreremastered

🌍 Website: www.coreremastered.com

If you’ve been putting off estate planning, this episode will help you see it differently: not as a burden, but as a gift of clarity and care for your loved ones. 🎙🔐