PODCAST

Catch the News?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent catches you up on what is happening in the news relating to the Reconciliation Bill, Democrat negotiations, planning for the year end, and the Pandora Papers. If you are enjoying the podcast, please SUBSCRIBE and leave a REVIEW, and if

How to Plan with Proposed Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhile Congress negotiates the terms of the Reconciliation Bill and what tax changes may be made this year, we (along with many other estate planning attorneys) have been burning the midnight oil and implementing plans for clients. On this week’s episode of the

Directed Trustees

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreJenna Rubin joins the podcast again to discuss Florida’s new directed trustee statute. She, Brent, and Rachel dig into the new law and talk about using trust protectors, structuring trusts to be effective, issues that can arise with directed trustees or trust protectors,

Tax Talk With John Strohmeyer

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss the House Ways & Means Committee tax proposals, changes to estate planning, and what to expect in the future. They cover the proposals on the estate tax exemption, changes to

What’s In the New Proposed Tax Bill?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt’s the moment we’ve been waiting for all year! On Monday, September 13, 2021, the House Ways and Means Committee released their proposed tax changes. It’s a lengthy proposal–881 pages long to be exact–and it still has a way to go before Congress

U.S. & Canada Proposed Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe’ve talked a lot already about proposed tax law changes in the U.S. later this year. From potential changes to the federal estate and gift tax exemption amounts to capital gains rates, there’s a lot that Congress is debating. Our friends to the

Wealth Planning & Cryptoassets

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptoassets are all the rage in 2021. From Bitcoin to NFTs (non-fungible tokens), many individuals and families now own cryptoassets–and depending on when they acquired the asset, the value could be massive. With cryptoassets still a new topic, there are many questions about

Social Media Marketing for Professionals

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreLinkedIn, Facebook, Instagram, TikTok–there’s so many social media platforms these days, but how do you market yourself and your business on each one? This week on the Wealth & Law Podcast, we bring on Ieva Ernestovska, the Founder of SpurOn Media, to discuss

Building a Modern Estate Planning Practice

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down with Martin Shenkman to discuss how to build a modern estate planning practice in today’s world. They discuss the role of technology in business and marketing and what steps someone

Britney Spears Conservatorship Update

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 lot of movement in the Britney Spears conservatorship since we last spoke about this in March (if you didn’t catch that last episode, you can do so here). Since our

Donor Advised Funds

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about philanthropy and how individuals and families can incorporate charitable giving into their estate plans. As we’ve mentioned previously on the Wealth & Law Podcast, there are numerous ways that individuals and families can give to charity besides simply writing

Hot Planning Issues This Year

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe it that the year is already half over? This year, we’ve seen a lot of focus on a few main issues that have been popping up for our clients. So on this week’s episode of the Wealth & Law Podcast,

Personal Finance & Travel

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the world starting to open up, individuals and families are starting to get out and travel again (finally!). So, this week on the Wealth & Law Podcast, Brent and Rachel sit down with Danielle Desir to discuss all things related to personal

Buy-Sell and Cross Purchase Agreements

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOn this week’s episode of the Wealth & Law Podcast, Brent and Rachel sit down with Steve Gorin to discuss buy-sell and cross purchase agreements. They get into the similarities and differences between the two types of agreements, why one may be more

Income in Retirement: Financial Planning for Life 2.0

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MorePlanning for retirement is one thing. But planning during retirement is another. This week on the Wealth & Law Podcast, Brent and Rachel are joined by Trey Andrew to discuss financial planning and retirement. They get into: Ways to bring in income during

Cross Border Investing and Retirement Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel bring back Shiraz Ahmed to talk about cross border investing and retirement planning. They discuss the similarities and differences between common U.S. and Canadian retirement vehicles and back-door Roth IRAs. They also get into the Robinhood era of

Medicaid and Long Term Care Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel are joined by Emily B. Kile to discuss Medicaid and long term care planning. They get into the basic requirements for Medicaid, and in particular, Arizona’s ALTCS program, other social security programs,

Hawaii Tax Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Rachel and Brent talk with Andrea Carr about tax planning in Hawaii. They cover the basics of Hawaii income tax and talk about the many traps for the unwary. In particular, they get into detail about the Hawaii tax credits for

What’s in the Green Book?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent is joined by special co-host Gary Fletcher to discuss the Biden Administration’s “Green Book” (or budget proposal). They focus in on proposals to increase the capital gains rates, taxing transfers of capital assets, what the spousal and charitable exceptions might

Must Have Estate Planning Documents

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, the ladies take over the show! Rachel sits down again with Deborah Plum to talk about our must have estate planning documents. Whether someone is worth $100,000 or $100 million, they go over the foundational

Life Settlement Transactions

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down with Jamie Mendelsohn to discuss life insurance policies and the life settlement market. Many people may be surprised to learn that a life insurance policyholder can sell their existing policy

Things That Grind Our Gears This Week

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreSometimes, it just feels good to get something off of your chest. So this week on the Wealth and Law Podcast, Brent and Rachel are going over the things that grind our gears. From billionaire profiling, to “simplified” tax laws, to everyone’s favorite–the

The Perils of IRS Code Section 2104(b)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe hardly ever focus on a particular Internal Revenue Code Section on the Wealth & Law Podcast, but we think that Section 2104(b) deserves to be special. In our opinion, this is one of the most nerve-racking sections in the Code for non-residents

What We Know Today About the Proposed Biden Tax Plan

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Biden tax plan has gotten a lot of attention lately as there are quite a few ambitious proposed changes to the tax laws that could have far reaching impacts for individuals and businesses. While the current plans are in the early stages

Forming Your Own Non-Profit

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWe love talking about charitable giving on the Wealth & Law Podcast. In previous episodes, we’ve discussed how individuals and families can incorporate charitable giving into their estate and investment plans. On this week’s episode, Brent and Rachel bring back Deborah Plum to

New York Estate & Tax Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth & Law Podcast, Brent and Rachel sit down with Deborah Plum to go over the ins and out of New York estate and tax law. They get into New York’s estate tax, the infamous estate “tax cliff”, and

Incorporating Charitable Planning into Your Portfolio & Tax Strategy

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOne of the most frequently asked questions we get from clients is: How can I incorporate charitable planning into my investment and estate plan? We love seeing clients with charitable intent and enjoy helping clients create lasting charitable legacies. So on this week’s

Building Generational Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreGenerational wealth has been a major talking point on the Wealth & Law podcast. In prior episodes, Brent and Rachel have talked about how to preserve generational wealth and how to pass it on to future generations. This week, we dive into how

The Aftermath of Game Stop

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCan you believe that we are already wrapping up the first quarter of 2021 today? (Neither can we.) This week on the Wealth and Law Podcast, Brent and Rachel bring back Doug Nelson, of TCI Wealth Advisors, to discuss the major events in

Attorney Wellness

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the Wealth and Law Podcast, Brent and Rachel talk with Matt Schmidt about attorney wellness. The legal and financial fields are infamously known as stressful fields of work, so Matt breaks down his top tips for how to maintain balance,

The Power of Cryptocurrency

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreCryptocurrency is becoming increasingly more popular with many investors saying that it is the way of the future. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel sit down with Tyrone Ross Jr. to discuss all things related

Top 5 Ways to Spend Your Stimulus Check

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith a new stimulus package around the corner, you may be feeling anxious about whether you will receive a stimulus check. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel breakdown who will qualify for stimulus checks under

Does Your Estate Plan Think of Your Pet?

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 pets.  Our wonderful dogs and cats wish they could make more of an appearance on the show, but alas, we’ve got to get down to business at some point.  But

An Estate Planning Attorney’s Perspective of the Britney Spears Conservatorship

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOops, we did it again–we are talking about Britney Spears on the podcast. In the last couple of weeks, Britney Spears’ conservatorship has gained lots of attention after “Framing Britney Spears,” a new documentary by The New York Times, was released on FX

Vacation Homes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAfter a year of sheltering at home, you are probably just as anxious as we are to get out and travel this summer (hopefully). With low interest rates right now, it is also one of the best times to purchase a vacation home.

Demystifying Investments

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel answer the basic investment questions they hear from their friends and clients: What is an IRA or 401k? What are the differences between stocks, bonds, mutual funds, ETFs? How does short-term and long-term investing work? What do you

Time Is The Missing Ingredient

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 breaking down barriers to entry for marginalized communities. Others criticize that it has targeted under educated individuals and it has been accused of being the cause of at least one

US-Colombia Cross Border Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Rodrigo Castillo Cottin about US-Colombian cross border planning. Rodrigo explains the basics of Colombian tax and estate planning laws, gives helpful insights into key issues, and chats about how to be flexible in planning. Mr. Castillo

Could Capital Gains Look Like IRAs?

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 ordinary income rates on income over $1,000,000. So does this mean well paid taxpayers will immediately pay more tax? Not necessarily. With IRAs (and other defined compensation plans) we already

Generational Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined by Anna N’Jie-Konte. Anna has decades of experience in financial planning and was the perfect person to talk to about generational wealth. As a first-generation American, Anna discusses the keys to building generational wealth. The three

Community Property Hacks

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat about community property. They explain what it is, how it works, what its tax benefits are, and they explain how one might be able get the tax benefits of community property event for property in a non-community

Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe SECURE Act (remember that) has been around for one year now. To commemorate its first birthday, Brent and Rachel look back at the SECURE Act and how it has changed the landscape for designating a trust as a beneficiary on an IRA.

A Lawyer’s Perspective on the Assault on the Capitol

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAmericans across the country were shaken up by the assault on the U.S. Capitol on January 6, 2021. On this week’s episode of the Wealth & Law Podcast, Brent and Rachel try to make sense of the whole situation by analyzing the events

Improving Money Habits

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreIt is probably no surprise to hear that one of the most common New Year’s Resolutions is to save money. To kick off 2021, Brent and Rachel sat down with George Grombacher to discuss how individuals can be better with money. George gives

2020 Wrap Up

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel give their wrap up of the podcast in 2020. They discuss key events of the year, important topics they covered, starting the podcast, and what they look forward to in 2021. It has been a long year! Thanks

US-Mexico Cross Border Planning (Part 2)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreRachel and Brent are again joined by Fernando Barraza for Part 2 of their conversation about planning for families and businesses in the US and Mexico. In Part 2 they dig into specific planning ideas to overcome some of the challenging and penalizing

US-Mexico Cross Border Planning (Part 1)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with Fernando Barraza to discuss challenges and opportunities for US-Mexico cross border families. In Part 1, they discuss the broad international tax rules that apply to these families, their businesses, and their investments. They flag key

Penalty Clauses

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with T.J. Ryan to discuss the use of penalty clauses in estate planning documents. The three of them explain what a penalty clause is, what they look like, and how they are used in estate planning

Digital Marketing For Lawyers and Financial Advisors

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel are joined by Olivia Roberts and David Joseph of Knockout Digital Marketing to talk about marketing trends for lawyers and financial advisers, things that don’t work, and their top five things to do to improve marketing efforts. We also discuss

Post-Election Estate Planning (Part 2)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case for Part 2 of their conversation about post-election estate planning. This is a rapid fire session, where we throw ideas for end of year planning at Darren and he gives us his


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