Wealth and Law
Latest Episodes
Family Fights and Ways to Solve Them
Brent chats with Julian Zebot about why families tend to fight. It isn't always just about money. They explore the common reasons for fights, how to resolve them, and typical procedures when courts ar
Hot Topics in Tax and Trusts
Brent discusses some of the hottest topics in tax and trust planning. He talks about oral arguments before the US Supreme Court in the Moore case, Senator Wyden's proposed (again) billionaire tax, and
A Tactical Guide to PFICs
Brent discusses passive foreign investment companies (PFICs). He explains what they are, how they can appear in surprising places, their complex taxation, and gives tactical ideas about how to deal wi
A History of Trusts and Their Incredible Utility
This is a throw-back to a past episode where Brent and Rachel Sass discuss the history, structure, mechanics, and incredible utility of trusts. They explain where trusts come from, why they are so hel
Using Business, Balance & Bliss to Find and Maintain Happiness
Brent chats with Amy Vetter about using her Business, Balance & Bliss method to identify, manage, and overcome the negative effects of stress. The conversation is wide ranging and Amy provides specifi
The Future of Planning With Bitcoin and NFTs
Brent talks about crypto and NFTs. He discusses the unique challenges of planning with these assets, including electronic asset laws, document preparation, taxation, valuation, and the fact they are b
Tech in the Distributed Private Wealth Practice
In an era where the digital transformation has made its mark on every industry, how does it influence the realm of estate planning? This episode delves deep into the technological integration within d
Unique Financial Planning for Sex Workers
Brent chats with Jessica Goedtel about the unique challenges faced when doing financial planning for sex workers. They talk about building trust, creating a plan, managing volatile income streams. Whi
Mastering Stress: Strategies for High-Performing Professionals
Brent chats with Matt Schmidt about the causes and cures for stress in professional life. They discuss the factors that are causing you stress and how experts, and they personally, suggest taking acti
You Are Not a Sovereign Citizen
Brent chats about the sovereign citizen movement and how federal courts reject their arguments. He provides a TikTok example of their arguments and then shares language from federal court cases showin