In this episode of the Wisdom and Wealth Podcast, host Josh Klooz interviews Heidi Weelborg, an estate planning attorney based in Houston, Texas. Heidi shares her background as an attorney, revealing her journey from being a paralegal to pursuing her dream of becoming a lawyer. She discusses her passion for estate planning and her desire to help families ensure a smooth transition and prevent conflicts during probate.

The conversation also delves into the idea of writing an ethical will, which involves passing down beliefs and values to future generations. Heidi encourages her clients to write personal notes or letters to leave behind for their children, sharing their beliefs and hopes for the future.

The interview concludes with a thought-provoking discussion about legacy and what Heidi hopes to be remembered for. She emphasizes the importance of being responsible, caring, and thoughtful, and the significance of understanding and considering others' perspectives.

Listen in for more valuable insights into estate planning, family legacies, and the intangible values that shape our lives.

Regenerate response

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
jklooz@carsonwealth.com

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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