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Britney Spears Conservatorship Update

Posted August 11, 202100:38:53

Hit me baby one more time–it’s another Britney Spears episode! There’s been a lot of movement in the Britney Spears conservatorship since we...

Donor Advised Funds

Posted August 4, 202100:47:52

We love talking about philanthropy and how individuals and families can incorporate charitable giving into their estate plans. As we’ve mentioned...

Hot Planning Issues This Year

Posted July 28, 202100:37:47

Can you believe it that the year is already half over? This year, we’ve seen a lot of focus on a few main issues that have been popping up for our...

Personal Finance & Travel

Posted July 21, 202100:38:23

With the world starting to open up, individuals and families are starting to get out and travel again (finally!). So, this week on the Wealth &...

Buy-Sell and Cross Purchase Agreements

Posted July 14, 202100:48:09

On this week’s episode of the Wealth & Law Podcast, Brent and Rachel sit down with Steve Gorin to discuss buy-sell and cross purchase agreements....