Follow Our Podcast
Recent Episodes
Income Tax Planning in Estate Planning
Brent chats about various income tax considerations that arise in estate planning and are more important now with a $15 million estate tax exemption....
Why Portability Is Not a Substitute for Planning
Brent chats about portability and how it needs to fit within broader planning considerations, including income tax, estate tax, generation-skipping...
Things Advisers Should Know About Privileged Communications
Brent chats about where attorney-client privilege begins, ends, and unexpectedly disappears.
This material is for informational purposes...
Why Trusts Are the Best IRA Beneficiaries
Brent chats about how trusts may actually be the best IRA beneficiaries now.
This material is for informational purposes only. The views...
Why “I Just Want Something Simple” Is Usually a Red Flag
Brent chats about what lawyers and advisers should hear when clients ask for “simple” estate plans.
This material is for informational...
POWERED BY BLUBRRY
