PODCAST

Where the Fleece Vests Roam

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel Sass discuss Patagonia’s founder, Yvon Chouniard, giving away his interest in the company to charity. They talk about gifts to 501(c)(4)s, the income tax implications, and estate tax savings. They also speculate about how to structure transfers of this kind.

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Post-Pandemic Personal Finance

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Kristopher Flammang about personal finance after the pandemic. They discuss what has changed, what is the same, and how to plan moving forward. They also suggest ideas for staying on course with you money goals. Kris is a co-founder of

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Wise Money Moves in Troubled Times

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Nicholle Overkamp about how to make wise money and business decisions. They focus on creating good habits, implementing systems, and unique issues for women. Nicholle Overkamp, MBA, ChFC, CDFA, is a personal finance expert and business coach for women. She’s

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Getting a Good Valuation

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Richard Claywell joins the podcast to discuss business valuations. He and Brent chat about the important elements to a good valuation report, how to improve value to sell a company, and ways valuations are manipulated. J. Richard Claywell, CPA, ABV, ASA,

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Business Succession Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Gray Edmonson about business succession planning. They discuss how to plan for a change in ownership, common options, and how to structure a successful transaction from one generation to another. Gray Edmonson is a Partner at Edmondson Sage Allen, PLLC

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Inflation Reduction Act

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Rachel Sass about the Inflation Reduction Act. They discuss the corporate minimum tax, stock buy-back tax, health insurance changes, and tax credits for EVs. They also get into extra funding for the IRS and how tax professionals are excited about

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National Make a Will Month

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreAugust is National Make a Will Month! Only 48% of American adults have a will, so this week, Brent chats about the need for people to make a will and resources (even some free ones) that people can take advantage of to get

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Estate Planning Bootcamp: Will

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, T.J. Ryan chats with Brent about Wills, the oldest estate planning documents.

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Estate Planning Bootcamp: Durable Powers of Attorney

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Jenna Rubin chats with Brent about durable powers of attorney for finances.

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Estate Planning Bootcamp: Health Care Powers of Attorney

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Emily Kile chats with Brent about possibly the most important estate planning

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Estate Planning Bootcamp: Revocable Trusts

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. In this episode, Deborah Plum chats with Brent about the revocable trusts. She answers the

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Estate Planning Bootcamp: The Different Fiduciary Roles

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWelcome to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to discuss the basics of estate planning. First up, Rachel Sass chats with Brent about the different fiduciary roles within estate planning, how

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Life Insurance for Foreigners

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Cary Stamp about the ins and outs of life insurance for non-Americans. They talk about special insurability, income tax, and estate tax considerations. They also discuss tips for structuring the ownership and investment options within life insurance. Cary Stamp is

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Planning With Inflation

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses how inflation is not a death knell to wealth transfer planning. He describes interest rate sensitive techniques, which perform better with higher interest rates, and underlying assumptions during inflationary periods that help planning. If you are enjoying the podcast please SUBSCRIBE

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Trustees for Blended Families

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with T.J. Ryan about how to choose a trustee in a blended family. They discuss the challenges of those types of families, potential conflict points, and offer ideas to resolve issues before they begin. T.J. Ryan is a trust and probate

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Foreign Real Estate Ownership

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats about estate tax (and some income tax) risks to foreigners owning real estate in the United States. He explains the strange rules about direct ownership, surprising results at death, and some options to avoid estate tax issues. It is common for

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Building a Modern Practice

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Penny Phillips about how she is building the modern registered investment advisory firm, what it takes to prioritize clients, and how advisors can connect with clients. They also rib lawyers and laugh about common excuses to stay off social media.

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Building Generational Wealth-Rewind

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent rewinds one of our most popular episodes with Kyle Larson and Lily Styrmoe of TCI Wealth Advisors. They go over their top tips for how younger individuals and families can begin building the generational wealth that they’ve dreamed of. Kyle Larson is

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Maximize Low Markets

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. They talk about GRATs, sales to IDGTs, intrafamily loans, and CLATs. They also speculate about market volatility and other things. Deborah is an attorney at

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The SECURE Act Proposed Regulations

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the proposed regulations under the SECURE Act. He explains the rules relating to trusts as IRA beneficiaries, how they change existing rules, and what they mean for trust planning.

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The Secure Stretch Trust is Dead?

Previously, I wrote about what I called the Secure Stretch Trust as a possible option to stretch IRA distributions beyond 10 years under the SECURE Act. I also previously wrote about how trusts may be the best beneficiaries of IRAs under the SECURE Act. And … And talked about all of that on the Wealth

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Trust Decanting

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Amy K. Kanyuk about trust decanting. They get into the benefits and risks of decanting, how they happen, and how the rules change from State-to-State. Amy K. Kanyuk is a Partner at McDonald & Kanyuk PLLC in Concord, NH. She

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Crypto Currencies and Trusts

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Joel Revill chat about crypto currencies and trust administrations. They dig into the regulatory environment, how crypto currencies perform in a traditional portfolio, and where DAOs (decentralized autonomous organizations) may change the future of businesses and trusts. Joel is the CEO

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Five Things You Get Wrong About Estate Planning

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 it, despite the fact that the internet is awash with content on point. To get you on the right track, here are five things people consistently get wrong, and how

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CRT Rollovers

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Evan Unzelman about rolling over income interests in charitable remainder trusts. They talk about why these transactions can be tax beneficial and create flexibility for the right CRTs. Evan is the President of Sterling Foundation Management. Evan began with Sterling’s

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Educating Youth About Personal Finance

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent chats with Doug Nelson about what has happened in the markets during the first few months of 2022, how to find the right advisors for young investors, and educating youth about starting and persisting in personal finance. Doug is an advisor and

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The Limits of GRATs

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the limits of Grantor Retained Annuity Trusts (GRATs). He talks about existing statutory and case law limitations on their use and the IRS view in CCA 202152018 that potentially creates additional risk for practitioners. He also offers practical solutions to plan

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SALT Deduction Workarounds

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent talks with Gary Fletcher about Arizona’s SALT deduction workaround, how to plan for it, and the life and death of Proposition 208. They also discuss Arizona’s Proposition 208 workarounds that are still the law. Gary Fletcher is an attorney and CPA at

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ACTEC Conference Highlights

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses some of the highlights from the 2022 ACTEC Conference, including Build Back Better, Secure Act, Smaldino, Levine, CCA202152018, Corporate Transparency Act, and racial inequality.

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Ukraine

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent discusses the war in Ukraine, some of the issues and arguments that have arisen during the crisis, and how to help refugees from Ukraine and elsewhere. Resources for finding organizations helping refugees can be found at: https://www.unhcr.org/en-us/us-resettlement-partners.html https://rcusa.org/members/ https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=4665#group-331 https://www.globalgiving.org/projects/ukraine-crisis-relief-fund/

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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. They discuss empowering women with education, getting them involved in the planning process, and keys to success. Patricia Annino is a partner in Rimon’s Trust and Estates Group. A nationally

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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 States. They talk about the root causes of the issue, the wealth and planning gap, and what advisers can do to actively combat these problems. Reetu Pepoff is an Assistant

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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 strategies for communicating with clients about money, establishing a solid plan, and things advisors can do to maximize success. As a Regional Director for Pendleton Square Trust Company, Frazer focuses

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Sustainable Investing

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent chats with Lily Styrmoe about sustainable investing and ESG (environmental, social, and corporate governance) investing. They discuss what these terms mean, changes in the market, performance of investments in this space, and ways to evaluate funds and companies from a

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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, what types of assets can be contributed (or not), how they operate, and their taxation. He also discusses different types of CRTs, from plain vanilla to Flip CRTs and net

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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 interest rates, can be a terrific time for wealth planning. He explains how asset valuations and interest rates work relative to each other for maximum wealth transfers in GRATs, sales

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2022 Market Update

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWhat’s happening in the markets this year? This week, Brent and Rachel sit down with Doug Nelson on the status of the investment markets over the last quarter and what we may expect in the coming months. Doug gets into rising interest rates,

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Financial Planning Tune Up

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreA new year calls for tuning up your finances! This week on the Wealth & Law Podcast, Brent and Rachel sit down with Melanie Simons, the CEO of ReFrame Wealth, to discuss her top tips for getting on top of your finances for

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Real Estate Investing

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the hot real estate market, we’re constantly hearing from clients about investing in real estate. So this week on the Wealth & Law Podcast, Brent and Rachel bring in Eric Freeman to discuss how to get into real estate investing. We get

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Estate Planning New Year’s Resolutions

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent, Rachel, and Deborah get together to share a few New Year’s Resolutions that they suggest for anyone wanting to be better organized financially, personally, and as a company. Their suggestions include learning the importance of “expense ratios,” updating your estate

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What’s Happening to the Build Back Better Act?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOver the weekend, the Build Back Better Act was dealt a devastating blow when Senator Manchin announced that he would not vote on the Act before the Christmas deadline. So what’s the fate of the Build Back Better Act and will we still

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The End of the Britney Spears Conservatorship

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThe Britney Spears conservatorship is finally over…or is it? On this week’s episode of the Wealth & Law Podcast, we’ll catch you up on all that’s happened in the highly publicized conservatorship proceedings and what may still be to come. If you are

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Top Five Things to do Before the End of the Year

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThere’s just a little more than three weeks left before the the end of the year–can you believe it? We know you’ve got a lot on your plate already with holiday shopping, family gatherings, etc., so on this week’s episode of the Wealth

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Podcast Highlights

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week on the podcast we share a few of our favorite highlights from the past 88 episodes. You will hear about vacation homes, trusts under the SECURE Act, planning in Mexico, Colombia, and Canada, forming a successful financial plan, and crypto currencies.

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Year-End Planning Around Tax Changes

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case to discuss how they are planning around the proposed federal tax changes. There have been many changes in the last two months so they break it all down and how they see

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Money Saving Tax Tips

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka the Tax Goddess) about some of our favorite tax planning tips to SAVE TAXES before the end of the year. We discuss simple steps (like funding retirement accounts), expensing purchases,

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The Newest Tax Proposals

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreHere we go again–another round of new tax proposals! The House recently released the newest version of the Reconciliation Bill (AKA the Build Back Better Act), which is quite a bit different from the original proposals released back in September. So this week

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Protecting Against Elder Abuse

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel chat with the incredible Carolyn McClanahan, M.D., CFP, about how to protect our loved ones and clients from Elder Abuse. We focus on the financial side of things. The conversation gets into discussing the issue, its prevalence, and

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Billionaire’s Get Taxed

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel discuss several themes circulating in the media (conventional and social). First, they discuss the proposed Billionaire Tax and how it appears to look a lot like the existing PFIC rules. Second, they discuss the review of GRATs, IDGTs, valuation discounts,

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What’s Happening in the Markets?

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel chat with Doug Nelson on the status of the investment markets over the last quarter. Doug explains the nature of risk in investing, changes in perceptions of risk, the use of commodities to manage risk, and cryptocurrencies as

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