Wealth and Law

Recent Episodes

What’s Happening in the Markets?

Posted October 20, 2021 • 00:39:30

This 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...

Catch the News?

Posted October 13, 2021 • 00:19:51

This week Brent catches you up on what is happening in the news relating to the Reconciliation Bill, Democrat negotiations, planning for the year end,...

How to Plan with Proposed Tax Changes

Posted October 6, 2021 •

While Congress negotiates the terms of the Reconciliation Bill and what tax changes may be made this year, we (along with many other estate planning...

Directed Trustees

Posted September 28, 2021 • 00:31:11

Jenna 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...

Tax Talk With John Strohmeyer

Posted September 22, 2021 • 00:23:23

This week Brent joins John Strohmeyer on John’s show, Tax Talk, to discuss the House Ways & Means Committee tax proposals, changes to estate planning,...