Estate Planning for Women

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Patricia Annino about special considerations in estate planning for women.

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Racial Inequality in Estate Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Reetu Pepoff discuss racial inequities in estate planning in the United

Preserving Generational Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Frazer Rice about how to preserve generational wealth. They discuss

Sustainable Investing

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent chats with Lily Styrmoe about sustainable investing and ESG (environmental,

Charitable Remainder Trusts

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent discusses charitable remainder trusts. He covers how they are structured,

Planning in a Volatile Market

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast Brent discusses how volatile markets, combined with low

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