PODCAST

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

Post-Election Estate Planning (Part 1)

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined again by Darren Case to talk about post-election estate planning. They dive into what the election results mean for end-of-year tax planning and how Arizona’s Prop. 208 affects high-income families. They also get into a fun

Reconciling after the Election

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreWith the 2020 federal elections now completed (well, almost completed), Brent and Rachel go into their three-step plan for how to reconcile after the election and move forward. They also get into Arizona’s Proposition 207, which legalized the recreational use of marijuana, and

Incapacity Planning

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel dive into incapacity on this week’s episode of the Wealth and Law podcast. They explain what incapacity is, how Powers of Attorney can help, what happens if there was no planning (or the plan fails), and how a revocable trust

Family Limited Partnerships

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week Brent and Rachel introduce family limited partnerships (FLPs). They discuss the basics, how FLPs have been used historically in planning for high net worth families, how they are treated for tax purposes, current law around FLP’s efficacy, and how to use

Business Development in a Pandemic

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel chat about how their business development options have changed due to the pandemic, how they have pivoted, and what seems to work for them. They talk in depth about the podcast, social media, and connecting with their clients and key

Navigating Equity Compensation packages

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreOn this week’s episode, Brent and Rachel sit down with Samuel Deane, MBA to discuss equity compensation packages, stock options, and tying it all together with an estate plan. They particularly focus on how millennials in tech and start-up companies can navigate through

Common Cross Border Tax Surprises

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel sit down with Shiraz Ahmed to talk about common cross border tax issues that may arise for Americans moving to Canada, and Canadians moving to the U.S. They discuss passive foreign investment companies, retirement accounts, and more. They

Lessons From The Trump Tax Returns

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week we discuss the recent New York Times article disclosing what it claims are President Trumps tax returns and tax information. Rachel and Brent peal back the onion of the tax code to break down the net operating losses, tax credits, deductions,

Nevada Trust Law

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel sit down with S. Victoria Kahn to discuss Nevada’s favorable trust laws. They discuss the flexibility and asset protection features of Nevada law, how there’s no state income tax, and how individuals and families are using Nevada trusts to their

Final Quarter Financial Review

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreBrent and Rachel speak with Doug Nelson, of TCI Wealth Advisors, on this week’s episode about the expected financial picture for the final quarter of 2020. They get into depth on how people should be adjusting, or not, their financial plans and investments,

Easing Into the Knowledge of Wealth

Podcast: Play in new window | DownloadSubscribe: Google Podcasts | RSS | MoreThis week, Brent and Rachel are joined by A.J. Price, CPA, CFP, to discuss how families can introduce younger generations to family wealth. They discuss the benefits of family-wide meetings, examine the many methods of family investments, and dive into the importance of


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