Wealth and Law

Recent Episodes

Estate Planning Bootcamp: The Different Fiduciary Roles

Posted July 6, 2022 • 00:16:34

Welcome 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....

Life Insurance for Foreigners

Posted June 23, 2022 • 00:28:08

Brent talks with Cary Stamp about the ins and outs of life insurance for non-Americans. They talk about special insurability, income tax, and estate...

Planning With Inflation

Posted June 15, 2022 • 00:16:44

Brent discusses how inflation is not a death knell to wealth transfer planning. He describes interest rate sensitive techniques, which perform better...

Trustees for Blended Families

Posted June 8, 2022 • 00:41:05

Brent 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...

Foreign Real Estate Ownership

Posted June 1, 2022 • 00:22:26

Brent chats about estate tax (and some income tax) risks to foreigners owning real estate in the United States. He explains the strange rules about...