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Wealth and Law

Blog, Podcast, Collaboration

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Ranked #1

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Estate Planning Bootcamp: Revocable Trusts

Estate Planning Bootcamp: Revocable Trusts

Welcome back to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests ... Read more

12 Jul 2022

20mins

Ranked #2

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Estate Planning Bootcamp: The Different Fiduciary Roles

Estate Planning Bootcamp: The Different Fiduciary Roles

Welcome to the Wealth and Law Estate Planning Bootcamp! In this series of five episodes, Brent is joined by guests to di... Read more

6 Jul 2022

16mins

Similar Podcasts

Ranked #3

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Life Insurance for Foreigners

Life Insurance for Foreigners

Brent talks with Cary Stamp about the ins and outs of life insurance for non-Americans. They talk about special insurabi... Read more

23 Jun 2022

28mins

Ranked #4

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Planning With Inflation

Planning With Inflation

Brent discusses how inflation is not a death knell to wealth transfer planning. He describes interest rate sensitive tec... Read more

15 Jun 2022

16mins

Most Popular Podcasts

Ranked #5

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Trustees for Blended Families

Trustees for Blended Families

Brent chats with T.J. Ryan about how to choose a trustee in a blended family. They discuss the challenges of those types... Read more

8 Jun 2022

41mins

Ranked #6

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Foreign Real Estate Ownership

Foreign Real Estate Ownership

Brent chats about estate tax (and some income tax) risks to foreigners owning real estate in the United States. He expla... Read more

1 Jun 2022

22mins

Ranked #7

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Building a Modern Practice

Building a Modern Practice

Brent chats with Penny Phillips about how she is building the modern registered investment advisory firm, what it takes ... Read more

25 May 2022

30mins

Ranked #8

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Building Generational Wealth-Rewind

Building Generational Wealth-Rewind

Brent rewinds one of our most popular episodes with Kyle Larson and Lily Styrmoe of TCI Wealth Advisors. They go over t... Read more

18 May 2022

49mins

Ranked #9

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Maximize Low Markets

Maximize Low Markets

Brent chats with Deborah Plum about techniques to maximize wealth transfers in a low market, low interest environment. T... Read more

11 May 2022

37mins

Ranked #10

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The SECURE Act Proposed Regulations

The SECURE Act Proposed Regulations

Brent discusses the proposed regulations under the SECURE Act. He explains the rules relating to trusts as IRA beneficia... Read more

4 May 2022

16mins

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