Your Life Your Legacy

Do you want to understand how your financial choices can create a long-lasting impact aligned with your values? Are you seeking a solution to bridge the gap between money and the change you want to see in the world? Join us as Adam Christing shares his insights on how you can achieve the desired outcome by connecting your money to your values. Discover the pathway to creating a meaningful and lasting impact through your financial decisions.

About Adam Christing:

Adam Christing received the Best of Los Angeles Award as the #1 Event Master of Ceremonies in 2021. He has been featured on more than 100 TV and radio networks, including CNN, Fox News, and Entertainment Tonight. His forthcoming book is called We Got You: How to Gather Your Group, Galvanize Your People, and Grow Your Results. Adam is a graduate of Biola University and the CEO of CleanComedians.co

Listen to this informative Your Life. Your Legacy. episode with Adam Christing where he shares how to:

●    Gain insight into the ways strong relationships can create a lasting legacy of significance.

●    Discover how investing in partnerships and clients paves the way for enduring success.

●    Understand the impactful role that listening deeply has in both interpersonal and business relationships.

●    Learn the art of appreciating current circumstances while nurturing existing opportunities, instead of persistently seeking external success.

●    Grasp the profound link between one's financial habits and core values in contributing to a meaningful legacy.

Here is what to expect on this week’s show:

●    Insight into strong relationships

Adam Christing asserts that qualities such as understanding, support, and active listening are central to strong interpersonal connections.

●    Investing in partnerships and clients

Establishing a meaningful legacy demands more than fleeting interactions with clients; it requires investment in partnerships.

●    Impactful role of listening

Adam Christing postulates that by effectively listening to your clients or loved ones, you make them feel valued and heard, which strengthens the bond and connection with them.

“Leave a legacy of laughter and joy with your family, friends, and customers. It's all about creating memories.” - Adam Christing

Connect with Adam:

Connect with Adam:

LinkedIn: https://www.linkedin.com/in/adam-christing/

website: http://www.AdamChristing.com

website: Comedians For Hire | Corporate Events | Funny Clean Comedians®, Emcees & Speakers | Clean Comedians® 

About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow. He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

LinkedIn: https://www.linkedin.com/in/doughering

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About Beth Handwerker:

Beth Handwerker is a financial planner who also specializes in estate planning. She helps clients walk through creating estate planning documents that help make things as easy as possible for those left behind. Beth believes that the documents are only part of the estate planning process. She also explores preparing your heirs for wealth. A fun part of the process for Beth is documenting family stories, recipes, or history that you want to ensure aren't forgotten. Estate planning is more than just the transfer of wealth. Beth also wants to transfer wisdom, a legacy.

Beth is passionate about estate planning because she's seen the effects of bad planning with her own family. Her mother passed away and their family ran into some issues with property titling. One issue caused her father to open probate in a separate state because a timeshare did not have the correct ownership. The other situation involved a property that was never moved from her mother's ownership to her family's partnership ownership. The mistake was discovered 5 years after her mother's passing, while in the process of selling the property. This caused delays in selling the property and raised several tax questions. It's very important to Beth that no one has to go through something like that. Part of the process at James is helping our clients transfer properties to the correct ownership to minimize any delays and headaches!

Listen to this informative Your Life. Your Legacy. episode with Beth Handwerker where she shares how to:

●    Explore the importance of estate planning in preserving your legacy.

●    Discern common pitfalls in estate planning and ways to avert them.

●    Master the art of planning for special needs children and setting up special needs trusts.

●    Become aware of integrating charitable donations into your estate plans for communal benefit.

●    Familiarize yourself with vital incapacity planning documents including powers of attorney and living wills.

Here is what to expect on this week’s show:

●    Significance of Estate Planning

This ensures that if individuals become unable to voice their medical or financial preferences, those decisions can be responsibly managed according to their wishes.

●    Common Missteps in Estate Planning

Understanding these avoidable missteps can help individuals create a more effective and robust estate plan, safeguarding their interests and those of their loved ones from potential legal issues.

●    Planning for Special Needs Children

Planning for special needs children presents unique challenges, requiring parents to think about their child's care long after they're gone.

“Your legacy is about teaching and making sure that the next generation can handle and can do even more than what you did.”

- Beth Handwerker

Connect with Beth:

Website: https://www.jamesinvestment.com/ 

LinkedIn: https://www.linkedin.com/company/james-investment

Email: [email protected]

X (Twitter): https://twitter.com/JamesInvt

Facebook: https://www.facebook.com/jamesinvt

About your guest host, J. Diane Robinson:

J. Diane Robinson, a CLTC® certified Registered Representative at Innovation Partners, LLC, and Investment Advisor at IP Financial Advisory Services, LLC, specializes in guiding businesses and individuals toward financial security. She offers services such as business planning, financial products, and compliance expertise, ensuring clients' unique needs are met.

Connect with J. Diane:

LinkedIn: https://www.linkedin.com/in/jdrobinson/

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Are you interested in protecting your assets and ensuring your final wishes are carried out exactly as you desire? Looking for a way to avoid costly errors and ensure that your estate planning is legally secure? Join us as our guest, Lauren Doyle, shares her expertise and provides a solution to help you achieve peace of mind and make your intentions legally binding. Discover how professional guidance can help you safeguard your assets and guarantee that your wishes are upheld, no matter what.

About Lauren Doyle:

Lauren Doyle, an experienced business and estate planning attorney at TLD Law in Irvine, California, is known for her expertise in corporate counseling, business succession planning, and estate and tax planning. With a keen eye for detail, she guides clients through entity formation, excels in contract negotiation, and plays a pivotal role in complex mergers and acquisitions. Lauren's wealth of knowledge extends to crafting comprehensive estate plans and skillfully navigating trust administration, offering clients peace of mind in securing their legacies.

Lauren is a dedicated professional who actively contributes to her field. Her achievements include being recognized as a Southern California Rising Star. She holds a J.D. from Western State University College of Law and a B.A. from New York University. Beyond her legal pursuits, Lauren Doyle's commitment to her community is evident through her involvement in professional organizations and her ongoing dedication to providing exceptional legal counsel to her clients.

Listen to this informative Your Life. Your Legacy. episode with Lauren Doyle where she shares how to:

● Discern the crucial responsibility of estate planning young professionals often overlook.

● Recognize the risks and complications arising from unsatisfactory estate planning.

● Unravel the challenges tied up in estate planning, and understand the necessity of seeking professional guidance.

● Delve into the impacts of California’s property tax laws on inheritance.

● Experience the satisfaction that comes with guiding others in planning their estate and giving back to the community.

Here is what to expect on this week’s show:

● Uncover the gravity of estate planning

Lauren Doyle explains how integral a professionally drafted and regularly reviewed estate plan is for the effective management of one's assets posthumously.

● Grasp the potential ramifications

Doyle highlights the potential pitfalls associated with inadequate or nonexistent estate planning, including significant financial loss due to complications such as probate fees, hefty property tax reassessments, and potential legal disputes among beneficiaries.

● Explore the common complexities

Throughout the episode, Lauren discusses several common complexities that individuals must navigate when planning their estate. She delves into constant regulatory shifts, such as California's Proposition 19, and illuminates their potential impact on inherited properties.

“You're going to cause a worse problem when you pass away and you're not there to explain why you did what you did.”

- Lauren Doyle

Connect with Lauren:

Website: https://tldlaw.com/attorney/lauren-doyle/ (Company)

LinkedIn: https://www.linkedin.com/in/lauren-m-doyle-esq-4545a568/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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In the world of law, Monica Goel's journey took an unexpected twist, leading her from the rivalry between two rival schools to a passion for safeguarding the rights of the elderly. Inspired by the often overlooked needs of this forgotten group, Monica delved deep into the field of elder abuse law, only to discover an even greater calling in estate planning and trust administration. Now, she tirelessly works at the law firm TLD, assisting families facing the challenges of incapacity and loss, guiding them in budgeting, finding appropriate caregivers, and providing care for their loved ones. With each case she takes on, Monica's story unfolds, weaving a tale of compassion and empowerment.

About Monica Goel:

Monica Goel has been with her firm, TLD Law, since 1999, becoming a partner in 2010. With over two decades in law, she specializes in estate planning, trust administration, probate, and elder law, notably with a focus on special needs trusts. Based in the firmâs Long Beach and Irvine, CA offices, Monica has earned several awards, including the "Superb" rating by AVVO and recognition as a Top Woman Attorney in Southern California in 2016.

Monica is a Certified Legal Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She has been recognized in Super Lawyers Magazine both as a Rising Star and later as a Southern California Super Lawyer in Trust & Estates from 2019 to 2022. In addition to her legal practice, Monica has taught at Cerritos College and UCI Extension.

Listen to this informative Your Life. Your Legacy. episode with Monica Goel where she shares how to:

●    Discover how vital estate planning can be, enabling the safeguarding of assets and the welfare of your loved ones.

●    Uncover the advantages of establishing a trust to circumvent complex, expensive probate processes.

●    Grasp the complexities of incapacity and loss, aiding families in budgeting, caregiving, and locating apt help.

●    Comprehend the probate court operation and its repercussions, bringing to light its time-intensive nature and potential challenges for dependents.

●    Acquire invaluable guidance and industry insights on estate planning from Monica Goel and her team at TLD Law.

Here is what to expect on this week’s show:

●    Understanding the importance of estate planning

A deep grasp of estate planning principles can alleviate unwanted anxiety and prepare families physically, emotionally, and financially for the inevitability of incapacity or loss.

●    Navigating the complexities of incapacity and loss

Incapacitation and loss are emotionally poignant experiences often compounded by logistical complications that can cause additional stress.

●    Advantages of establishing a trust

A trust can simplify the transfer of assets upon a person's passing, bypassing the often-complicated and lengthy process of probate.

“I love working with people and helping them preserve their wealth. I love helping families transition when it's needed - when someone passes away, or now more often when someone is facing incapacity. ”

- Monica Goel

Connect with Monica:

Website: https://tldlaw.com/ (Company)

LinkedIn: https://www.linkedin.com/in/monica-goel-62a31114/

About your guest host, Stephen Ting:

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever-growing need for prudent and sound planning. Stephen is an Investment Advisor Representative with investment advisory services provided by LifePro Asset Management, LLC, a registered investment advisor firm. In his downtime, he enjoys spending time with family and friends, playing sports and is active in helping with community youth development.

Connect with Stephen:

LinkedIn: https://www.linkedin.com/in/stephen-ting-25aa5868/

SmartAdvisor Match: https://smartadvisormatch.com/advisor-network/california/stephen-ting-3091282

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Does this sound familiar? You've been told to follow a cookie-cutter approach to estate planning, only to find that it doesn't truly address your unique needs and goals. The pain of realizing that your assets and legacy are not adequately protected can be overwhelming. But there is a better way. By embracing creative solutions in estate planning, you can finally achieve the peace of mind and security you deserve.

About Stephen Kirschenbaum:

Stephen Kirschenbaum is an attorney in Gipson Hoffman & Pancione’s Trusts & Estates practice area. He provides counsel across a wide array of industries in traditional estate planning and corporate matters. Steven focuses his practice on the full spectrum of his clients’ estate planning needs and represents individuals and families who own and operate a diverse range of businesses.

He provides an assortment of services, including estate planning and administration, later-life or longevity planning, and business succession planning, as well as assistance with charitable planning and establishing or refining family foundations.

Listen to this informative Your Life. Your Legacy. episode with Stephen Kirschenbaum where he shares how to:

●    Grasp the significance of immediate estate planning for your future security.

●    Personalize your estate plans tailored to your unique needs.

●    Appreciate the role of expert collaboration in building a complete estate plan.

●    Gain insight into special considerations during estate planning from a Jewish viewpoint.

●    Discover the power of creativity in finding solutions to estate planning challenges.

Here is what to expect on this week’s show:

●    Immediate Estate Planning Significance

Estate planning serves as a safety net during uncertain times and ensures the fulfillment of an individual's wishes after their departure.

●    Personalized Estate Plans

Everyone's life circumstances, wealth, profession, and family dynamics are different, necessitating a plan tailored to fit these unique situations perfectly.

●    Expert Collaboration in Estate Planning

Stephen underscores the importance of working closely with financial advisors, CPAs, and other individuals in related fields to address all aspects of estate planning.

“Dealing with people, their family, and their money, and helping them achieve their goals is deeply personal and drives me in estate planning.”

- Stephen Kirschenbaum

Connect with Stephen:

Website: https://www.ghplaw.com/our-people/stephen-r-kirschenbaum/

               https://www.ghplaw.com/

LinkedIn: https://www.linkedin.com/in/stephen-kirschenbaum-85287130/

About your guest host, Steven H. Step:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steven has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients are on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steven's clients think of him as their"secret weapon," helping them build and safeguard their wealth. One of only financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steven has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steven's articles on financial planning have appeared in many publications including The Daily News and Senior Life. Steven lives in the San Fernando Valley area of Los Angeles with his wife and their daughter.

Connect with Steven:

LinkedIn: https://www.linkedin.com/in/stevenstep/

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Unleash your inner misfit and join adventure-seeking entrepreneur Jean Walton as she defies norms, ignites her legacy, and empowers others to embrace entrepreneurship for a life of joyful experiences and lasting impact.

About Jean Walton:

Jean Walton is the founder of Everyday Girl Adventures Social Club and MissFit Networking Group. Jean believes that saying "yes" to every opportunity has afforded her the chance to experience many unique adventures that others may turn down due to timing or inconvenience. But adventure is everywhere--inspired by these memories and the time she shares with my girlfriends and family; She wants to help others find fun and joy in their everyday lives.

Through Everyday Girl Adventures, she creates a variety of unique experiences for women to come together and make lasting memories in our local community. Feeling like a misfit in the business world, she started Missfit Networking to provide an opportunity for small, women-owned businesses to showcase their brand in a comfortable setting while creating connections and friendships with other female entrepreneurs. Both of these ventures support her mission of empowering and inspiring women to believe in themselves and make the most out of this life we have been given.

Listen to this informative Your Life. Your Legacy. episode with Jean Walton where she shares how to:

●    Uncover how engaging in adventures can spark personal transformation.

●    Reinforce self-trust to overcome feelings of displacement.

●    Learn about creating diverse revenue pathways to achieve financial autonomy.

●    Unveil how business endeavors can shape an enduring legacy.

●    Absorb ways to stimulate the youth to architect their own future stories.

Here is what to expect on this week’s show:

●    Building Multiple Income Streams: Jean’s efforts embody the proactive spirit necessary for financial independence and longevity, reinforcing the broad theme of the episode - to create a powerful, lasting legacy.

●    Transformative Power of Adventure: Jean Walton highlights the importance and transformative power of embracing adventure in life.

●    Inner Confidence and Conquering Anomaly: Initially feeling out of place in business gatherings, she managed to overcome the feeling of anomaly by harnessing her inner confidence and using her unique perspective as an asset rather than a drawback.

“Don't be afraid to be a misfit in the entrepreneurial world. Embrace your unique ideas and create a networking group for other misfit entrepreneurs. You never know where it might lead.”

- Jean Walton

Connect with Jean:

Website: https://everydaygirladventures.com/

Facebook: https://www.facebook.com/Everydaygirladventures

Instagram: https://instagram.com/everydaygirl_adventures

TikTok: https://www.tiktok.com/@jeanwalton6

About your guest host, Karl "Doug" Hering:

Karl "Doug" Hering (CMA, CRPC, AAMS) is a financial planner who enjoys helping people achieve their dreams. He is deeply involved in his community and passionate about helping people think seriously and intentionally about the legacy they plan to leave both with their finances and their values. He has owned his own consulting and accounting firm as well as worked in corporate finance assisting companies to increase cash flow.  He has also volunteered in his community through efforts to assist those in financial transition and education as well as coaching youth sports. He is currently on two non-profit boards, the Colorado Springs Chamber of Commerce finance committee, and a mentor with Working Fusion, an organization that seeks to prevent homelessness by providing inexpensive housing and transitional counseling for young adults. 

He has been married to his wife, Marianne, for almost 40 years and has three children. He enjoys the Colorado outdoors and frequent pickleball outings.

Connect with Karl:

LinkedIn: https://www.linkedin.com/in/doughering

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A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on outdated or misleading information available on the internet.

About Karen Buelterman:

Karen Buelterman works with Arbor Financial Group. She is committed to taking great care of people who are looking to buy or refinance a home. Karen has been in the mortgage industry since 2001 and has extensive knowledge in mortgage financing. She offers a vast array of products to fit almost every need while providing customized service.

Karen communicates well and goes out of her way to make herself available to meet or discuss all options. She acts as a financial bridge that helps families achieve stability and security through home ownership.

She has traveled to 37 countries and she uses this experience to help all clients of various backgrounds feel comfortable with her and the lending process to achieve their financial and mortgage dreams. She lives in San Diego with her husband and her white lab Devon. Working as a loan officer and helping someone become a homeowner is the most rewarding work she has ever done.

Listen to this informative Your Life. Your Legacy. episode with Karen Buelterman where she shares how to:

●    Discern how effective communication can streamline your mortgage proceedings.

●    Decipher the significance of trusting your mortgage loan specialist as an advisor.

●    Grasp the importance of staying relevant with updated guidelines in the mortgage realm.

●    Realize the immense value referrals can bring from prior clients and fellow professionals.

●    Explore the multiple channels of communication open with a mortgage loan specialist.

Here is what to expect on this week’s show:

●    Learn About Shifting Trends

Karen keeps her finger on the pulse of the industry, providing clients with the most accurate and current information.

●    Discover Crucial Guidance

When working with Karen, clients can expect guidance that is based on up-to-date industry practices and regulations.

●    Gain Expert Insights

Getting a mortgage is a complex process, and having an expert like Karen Buelterman guide you can be a game-changer.

“I make sure that I go to the ends of the earth for my clients... to make sure that everybody gets what they want. But communication is key, really. ”

- Karen Buelterman

Connect with Karen:

LinkedIn: https://www.linkedin.com/in/karen-buelterman-27352724/

Website: https://arborfg.net/mortgage-brokers/lo/karen-buelterman/

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating. As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

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Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Catherine Bell, as she debunks these myths and shares the truth about how everyone can contribute to making a difference.

About Catherine Bell:

Catherine Bell is a dynamic radio show host, professional speaker, accomplished author, and savvy financial expert who has earned the coveted title of "Financial Jedi Master" for her ability to transform timelines and fuel her investors' success. As the owner of a Hedge Fund, she is a passionate advocate for creating multiple streams of passive income for her investors, driven by a deep sense of responsibility to leave a positive impact on every person, property, and community that her team touches. 

Catherine's unwavering dedication to her team and investors is rooted in her core value of family, shaped by her own experience as an adopted teenager. Her ultimate mission through her non-profit is to find loving homes for the 350,000 adoptable children in the US Foster Care System during her lifetime. 

Listen to this informative Your Life. Your Legacy. episode with Catherine Bell where she shares how to:

Here is what to expect on this week’s show:

“Money is like oxygen - the more you have, the easier it is to breathe… the bigger the difference in the world you can make.” 

- Catherine Bell

Connect with Catherine Bell: 

LinkedIn: https://www.linkedin.com/in/catherinebell-tig/ 

Website: https://www.titanimpactgroup.com/ 

About your guest host, Rod Hatley:

The founder of Hatley Law Group APC, Rod Hatley, began his journey to becoming an estate planning attorney with a devastating, drawn-out, seven-year probate. Rod’s father had been ill for a while before he died. Though Rod knew that his father needed to set up a trust and undertake additional advanced planning to prepare for his eventual passing, his father could not bear the thought of parting with legal title to the assets he had spent his life accumulating.  As a result of this lack of preparation, it took Rod and his sister seven years to get through probate in their hometown of Memphis, Tennessee.

Connect with Rod Hatley:

Website: https://hatleylawgroup.com/ 

Podcast Link: https://calendly.com/hlg/30-minute-podcast-interview

Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover the transformative power of sharing personal stories in healing and reconciling relationships. Join Sheri Kohlmann as she delves into the profound impact these narratives have, leaving you wondering: Can the power of a story truly mend what is broken?

About Sheri Kohlmann:

Sheri Kohlmann helps folks reflect upon their lives to define and record the most significant things about their lives, and the true meaning of their legacies. She works with families, businesses, estate planning professionals, and non-profits as a member of their team, adding value to their services by guiding their clients and donors through a personal legacy journey. 

She helps people get to know themselves better and to clearly articulate their values, wisdom, generosity and hopes for the future. This enriches and brings deep meaning to legal and financial planning and promises a greater impact on future generations. She teaches classes, hold workshops, retreats and facilitate families, guiding them through the process of sharing their life stories, writing legacy letters to their loved ones and future generations, and crystalizing their plans for making a difference with their time, talent and resources.

Listen to this informative Your Life. Your Legacy. episode with Sheri Kohlmann where she shares how to:

●    Delve into preserving personal narratives to dictate the values of tomorrow.

●    Get insights on fostering communal bonding through guided autobiography.

●    Grasp the magnitude of love's power in shaping our actions and outlook.

●    Recognize the role of modern technology in expanding global reach.

●    Grasp the significance of personal stories in initiating healing processes and mending relationships.

Here is what to expect on this week’s show:

●    Sheri Kohlmann, founder of More Than Words, helps individuals create a lasting impact on future generations through legacy planning.

●    Inspired by a family history book and her work at an estate planning law firm, Sheri emphasizes the importance of personal stories in estate plans.

●    Sheri's unique process of guided autobiography allows diverse groups to share their life stories, promoting healing and reconciliation in relationships.

“Sometimes the area in which we've had the most pain or the most challenges can be the area where we can also have the biggest impact.”

- Sheri Kohlmann

Links Mentioned:

Connect with Sheri Kohlmann:

Facebook: Sheri Kohlmann

Instagram: sherikohlmann

LinkedIn: https://www.linkedin.com/in/sherikohlmann/

Email: [email protected]

Website: www.morethanwordsinc.com 

About your guest host, Katie Beth Hand:

Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations.

Connect with Katie Beth:

Website: https://pinnaclelegacylaw.com/

LinkedIn: https://www.linkedin.com/in/katie-beth-hand/

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Natalie Felsenfeld has been practicing estate planning, estate administration, real estate, and business law since she graduated in 2016 from Pace University Law School. She originally started out as a tax associate, and then started doing more of the planning side and has been in private practice with multiple firms until 2020 when she started her own solo practice in upstate New York.

Her practice now includes working with families, couples, students, and retirees on estate planning matters, focusing on estates under the federal estate tax limit. She has also developed a wide range of experience in business law, including the establishment of 501(c)(3) organizations and LLCs, as well as the purchase and sale of real estate.

Listen to this informative Your Life. Your Legacy. episode with Natalie Felsenfeld as she walks us through her work as an attorney and what makes her approach to estate planning unique. We also discuss how to build rapport with your clients and get them to open up to you, what to consider before signing your will, and the importance of work-life balance.

Here is what to expect on this week’s show:

Connect with Natalie:

Website: https://www.nsflegal.com/

Email: [email protected]

Phone: 914-323-8052

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