Wealth and Law

Recent Episodes

Forming Your Own Non-Profit

Posted April 28, 2021 • 00:53:34

We love talking about charitable giving on the Wealth & Law Podcast. In previous episodes, we’ve discussed how individuals and families can incorporate...

New York Estate & Tax Planning

Posted April 21, 2021 • 00:37:44

This 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...

Incorporating Charitable Planning into Your Portfolio & Tax Strategy

Posted April 14, 2021 • 00:35:37

One of the most frequently asked questions we get from clients is: How can I incorporate charitable planning into my investment and estate plan? We...

Building Generational Wealth

Posted April 7, 2021 • 00:49:06

Generational wealth has been a major talking point on the Wealth & Law podcast. In prior episodes, Brent and Rachel have talked about how to preserve...

The Aftermath of Game Stop

Posted March 31, 2021 • 00:38:09

Can 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...