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Recent Episodes
Top Tools for Strategic Generational Wealth
Brent chats with Anna N’Jie-Konte and Keith Beverly, owners of Re-Envision Wealth, to discuss the secrets to creating strategic generational wealth....
Strategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and More
In this episode, Brent talks to Darren Case, a partner at Tiffany & Bosco and a Fellow of the American College of Trust and Estate Counsel (ACTEC)....
Transfer Tax Planning With Regulatory Discounts
Brent chats about how discounts abound in transfer tax planning (estate and gift tax)! Although sometimes discounts come from ownership of entities,...
When Your Will Is Not a Plan
Brent talks about online estate and trust document services. He explains why it isn’t “planning,” the difference between these online services...
Buy-Sell Agreements Can Preserve Generational Wealth
Brent discusses buy-sell agreements for small or family businesses. He explains how they work, the different versions (buy-sell, cross-purchase, dual),...
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