PODCAST

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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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

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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

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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,

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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

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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

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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

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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

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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

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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

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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

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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

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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,

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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

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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

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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

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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

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