
Trusts & Estates Weekly
Investing with Purpose: Aligning Wealth, Values & Legacy
August 24, 2026 · 53 minutes
Another conversation about financial planning, values, legacy.
Explore âApril 13, 2026 · 48 minutes
With John Rubino
I sit down with John Rubino to explore how trusts and estates can be used to structure, protect, and optimize real estate investments. I break down practical strategies that align legal planning with long-term real estate value. ---

August 24, 2026 · 53 minutes
Another conversation about financial planning, values, legacy.
Explore âExplore professional fiduciary support and what an introductory conversation involves.
Explore â