Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about the Inflation Reduction Act. They discuss the
Blog, Podcast, Collaboration
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about the Inflation Reduction Act. They discuss the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAugust is National Make a Will Month! Only 48% of American adults have
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome to the Wealth and Law Estate Planning Bootcamp! In this series of
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Cary Stamp about the ins and outs of life insurance
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses how inflation is not a death knell to wealth transfer planning.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with T.J. Ryan about how to choose a trustee in a
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats about estate tax (and some income tax) risks to foreigners owning
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Penny Phillips about how she is building the modern registered
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent rewinds one of our most popular episodes with Kyle Larson and Lily
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Deborah Plum about techniques to maximize wealth transfers in a
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the proposed regulations under the SECURE Act. He explains the rules
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Amy K. Kanyuk about trust decanting. They get into the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Joel Revill chat about crypto currencies and trust administrations. They dig
Estate planning can be a daunting, though important, topic. And, it is a topic that matters to almost everyone. Yet, so many people still misunderstand
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Evan Unzelman about rolling over income interests in charitable remainder
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Doug Nelson about what has happened in the markets during
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the limits of Grantor Retained Annuity Trusts (GRATs). He talks about
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Gary Fletcher about Arizona’s SALT deduction workaround, how to plan
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses some of the highlights from the 2022 ACTEC Conference, including Build
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the war in Ukraine, some of the issues and arguments that
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Patricia Annino about special considerations in estate planning for women.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Reetu Pepoff discuss racial inequities in estate planning in the United
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Frazer Rice about how to preserve generational wealth. They discuss
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent chats with Lily Styrmoe about sustainable investing and ESG (environmental,
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent discusses charitable remainder trusts. He covers how they are structured,
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast Brent discusses how volatile markets, combined with low
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhat’s happening in the markets this year? This week, Brent and Rachel sit
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreA new year calls for tuning up your finances! This week on the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the hot real estate market, we’re constantly hearing from clients about investing
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent, Rachel, and Deborah get together to share a few New
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOver the weekend, the Build Back Better Act was dealt a devastating blow
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Britney Spears conservatorship is finally over…or is it? On this week’s episode
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThere’s just a little more than three weeks left before the the end
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast we share a few of our favorite highlights
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case to discuss
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHere we go again–another round of new tax proposals! The House recently released
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel chat with the incredible Carolyn McClanahan, M.D., CFP,
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel discuss several themes circulating in the media (conventional and social).
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Doug Nelson on the status of
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent catches you up on what is happening in the news
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhile Congress negotiates the terms of the Reconciliation Bill and what tax changes
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreJenna Rubin joins the podcast again to discuss Florida’s new directed trustee statute.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt’s the moment we’ve been waiting for all year! On Monday, September 13,
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe’ve talked a lot already about proposed tax law changes in the U.S.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens),
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreLinkedIn, Facebook, Instagram, TikTok–there’s so many social media platforms these days, but how
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHit me baby one more time–it’s another Britney Spears episode! There’s been a
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about philanthropy and how individuals and families can incorporate charitable
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe it that the year is already half over? This year,
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the world starting to open up, individuals and families are starting to
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOn this week’s episode of the Wealth & Law Podcast, Brent and Rachel
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MorePlanning for retirement is one thing. But planning during retirement is another. This
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel bring back Shiraz Ahmed to talk about cross
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel are joined
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Rachel and Brent talk with Andrea Carr about tax planning in
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent is joined by special co-host Gary Fletcher to discuss the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, the ladies take over the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreSometimes, it just feels good to get something off of your chest. So
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe hardly ever focus on a particular Internal Revenue Code Section on the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Biden tax plan has gotten a lot of attention lately as there
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about charitable giving on the Wealth & Law Podcast. In
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOne of the most frequently asked questions we get from clients is: How
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreGenerational wealth has been a major talking point on the Wealth & Law
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe that we are already wrapping up the first quarter of
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth and Law Podcast, Brent and Rachel talk with
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptocurrency is becoming increasingly more popular with many investors saying that it is
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith a new stimulus package around the corner, you may be feeling anxious
If you are a regular listener of the Wealth & Law Podcast, then you’ve probably heard our special guests in the background—that is, the family
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOops, we did it again–we are talking about Britney Spears on the podcast.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAfter a year of sheltering at home, you are probably just as anxious
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel answer the basic investment questions they hear from
A significant amount of recent commentary has been devoted to Robinhood, the phone app that lets people trade stocks for free. It is heralded as
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Rodrigo Castillo Cottin about US-Colombian cross
One of the Biden tax proposals is actually a two for one deal. Increase ordinary income rates to 39.6% and raise capital gains rates to
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined by Anna N’Jie-Konte. Anna has decades
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat about community property. They explain what it
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe SECURE Act (remember that) has been around for one year now. To
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAmericans across the country were shaken up by the assault on the U.S.
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt is probably no surprise to hear that one of the most common
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel give their wrap up of the podcast in
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreRachel and Brent are again joined by Fernando Barraza for Part 2 of
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with Fernando Barraza to discuss challenges
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with T.J. Ryan to discuss the
Podcast: Play in new window | Download
Subscribe: Google Podcasts | RSS | More
Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel are joined by Olivia Roberts and David Joseph of Knockout