This week’s episode is from the first ever live recording of the Wealth and Law podcast. Brent and Rachel dive into lessons that they’ve learned from their clients and go over their top ten ways on building, preserving, and passing on family wealth. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, […]
This week Brent and Rachel are joined by Shawn Garner to talk about using revocable trusts in estate planning. We get into detail about how these important trusts work, and, specifically, how they solve for incapacity, asset management, and probate issues. We also exchange real life examples of ways these trusts are used for our […]
Brent and Rachel are joined by Mykail James to discuss financial planning for Generation Z and Millennials. We have a great conversation about financial literacy at different generations and how technology can be used in teaching personal finance. We get into the distinctions between Gen Z and Millennials, technology in financial planning, tips and tricks […]
Brent and Rachel are joined by Eugenie George to discuss money stories, creating a financial wellness plan, and diversity and race in the financial advising and legal industries. We get into how a woman’s background and emotional connection with money from a cultural, race, gender and economic perspective can influence her interaction with money and […]
Brent and Rachel are joined by Ken Morris, CFA, CFP, to discuss investment management, the differences between financial planning and investment management, and the benefits and pitfalls of each. We also chat about what individuals and families should be looking for when picking an investment advisor. Ken Morris is the First Vice President and Resident […]
Brent and Rachel sit down with Kim Paskal to discuss how a step-up in basis at death can be used advantageously in partnerships and S-corps. Learn more about how to make a 754 Election and the tax benefits that can ensue. Kim Paskal is the Chief Operating Officer of the Tax Department and Shareholder for […]
Brent and Rachel chat with Allison Duffy, the President and CEO of Silverado Technologies, about transitioning to a distributed workforce in the age of COVID-19 and how technology can ease the burdens on employers and employees. They discuss security concerns, training, and how to maintain a workplace culture while working from home. Allison Duffy is […]
Brent and Rachel speak with the wonderful Nicole Harrigan about significant changes to the retirement account rules, the rules relating to qualified improvement property, and net operating loss rules in the CARES Act. They also talk about the 2020 accounting season, tax preparation software, and showing their children scary movies, among other things. Nicole is […]
Brent and Rachel are joined by Doug Nelson, CPA, PFS, to discuss the challenges, strategies, and opportunities of financial planning during COVD-19. We get into how to plan, what makes a good financial plan, tax saving moves, the Pepsi Challenge, and more. Doug Nelson is an advisor and shareholder at TCI Wealth Advisors. Doug has […]
With everything that is happening in the wake of the killing of George Floyd, we want to make clear the Wealth and Law Podcast stance: Racism is wrong in all of its forms (direct or indirect) Racism exists in our society and should never be tolerated White privilege exists in our society and it supports […]
Want to know what happens after a loved one dies? Brent and Rachel are joined by Kristin Yokomoto to discuss just that–from an estate planning perspective. They cover the probate process, dealing with creditors, tax issues, and trusts. Kristin Yokomoto is a partner in the law firm Albrecht & Barney, in Irvine, California. She is […]
We continue our conversation with Isaac Rothschild on Asset Protection planning in Episode 10. Part 1 of that conversation was Episode 9, but the discussion was so substantive and so good that we broke it into two parts so that you could hear the whole thing. In Part 2, we get into different asset protection […]
Isaac Rothschild joins Brent Nelson and Rachel Sass to talk about asset protection planning. The conversation was so good and so substantive that we broke it into two parts. Part 1 is Episode 9 and Part 2 will be Episode 10. We talk about the different views of asset protection planning from an estate planning […]
Jenna Rubin joins Brent Nelson and Rachel Sass to talk about electronic wills, differences between the Arizona and Florida electronic will statutes, how these wills work, the current limitations of electronic wills, and to prognosticate about electronic wills’ future. If you know nothing about electronic wills, you will be brought up to speed quickly. If […]
Brent Nelson and Rachel Sass are joined by Kevin McMahon, CLU, ChFC, of WealthPoint (https://wealthpoint.net/our-people/), to discuss life insurance. They get into depth on different types of policies, evaluating a client's needs for life insurance, the tax treatment of the products, and whether life insurance should be viewed as a separate asset class.
In Episode 6, host Brent Nelson is joined by Rachel Sass and special guest Dave Smitten (https://norterralaw.com/home/firm-profile/) to discuss the challenges of keeping Canadians in America safe from the American tax system. We do a deep dive into the intricate, and sometimes strange, way Canadian and American rules create traps for the unwary. Any advisor […]
Brent Nelson is joined by Rachel Sass to discuss the SECURE Act (remember that). They talk about Brent’s top 5 list of changes and get into the weeds on how trusts as IRA beneficiaries fit into the landscape now.
Brent Nelson and Rachel Sass discuss the basics of the Employee Retention Credit, a credit that was enacted as part of the CARES Act, in this Express episode. The basics of the credit are important for many family businesses struggling due to the impact of COVID-19.
Brent Nelson and Rachel Sass discuss the basics of the Payroll Protection Program, in an Express episode. The Express episodes will cover critical issues we think folks need to know now, and that cannot wait for our regular episode schedule. Enjoy!
Brent Nelson and Rachel Sass discuss trusts: their history, what they look like now, how they are and can be used effectively, and a few technical legal things lawyers will like, but for which other people will reserve massive eye rolls.
Welcome to the Wealth and Law Podcast. In Episode 1, your host, Brent Nelson, is joined by Rachel Sass to discuss their estate planning, family wealth, family investments, and business backgrounds, as well as the purposes of the Wealth and Law Podcast.
