Wealth and Law

Recent Episodes

Must Have Estate Planning Documents

Posted June 2, 2021 • 00:26:35

This week on the Wealth & Law Podcast, the ladies take over the show! Rachel sits down again with Deborah Plum to talk about our must have estate...

Life Settlement Transactions

Posted May 26, 2021 • 00:42:05

This week on the Wealth & Law Podcast, Brent and Rachel sit down with Jamie Mendelsohn to discuss life insurance policies and the life settlement...

Things That Grind Our Gears This Week

Posted May 19, 2021 • 00:29:13

Sometimes, it just feels good to get something off of your chest. So this week on the Wealth and Law Podcast, Brent and Rachel are going over the things...

The Perils of IRS Code Section 2104(b)

Posted May 12, 2021 • 00:26:30

We hardly ever focus on a particular Internal Revenue Code Section on the Wealth & Law Podcast, but we think that Section 2104(b) deserves to be...

What We Know Today About the Proposed Biden Tax Plan

Posted May 5, 2021 • 00:44:42

The Biden tax plan has gotten a lot of attention lately as there are quite a few ambitious proposed changes to the tax laws that could have far reaching...