Wealth and Law

Recent Episodes

Demystifying Investments

Posted February 17, 2021 • 00:52:44

This 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...

US-Colombia Cross Border Planning

Posted February 10, 2021 • 00:45:50

This week, Brent and Rachel chat with Rodrigo Castillo Cottin about US-Colombian cross border planning. Rodrigo explains the basics of Colombian tax...

Generational Wealth

Posted February 3, 2021 • 00:44:57

This 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...

Community Property Hacks

Posted January 27, 2021 • 00:39:57

This 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...

Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT

Posted January 20, 2021 • 00:47:33

The 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...