Wealth and Law

Recent Episodes

Penalty Clauses

Posted December 9, 2020 • 01:03:01

This week, Brent and Rachel sit down with T.J. Ryan to discuss the use of penalty clauses in estate planning documents. The three of them explain what...

Digital Marketing For Lawyers and Financial Advisors

Posted December 2, 2020 • 00:43:40

Brent and Rachel are joined by Olivia Roberts and David Joseph of Knockout Digital Marketing to talk about marketing trends for lawyers and financial...

Post-Election Planning (Part 2)

Posted November 25, 2020 • 00:36:18

This week, Brent and Rachel are joined again by Darren Case for Part 2 of their conversation about post-election estate planning. This is a rapid fire...

Post-Election Estate Planning (Part 1)

Posted November 18, 2020 • 00:39:49

This week, Brent and Rachel are joined again by Darren Case to talk about post-election estate planning. They dive into what the election results mean...

Reconciling after the Election

Posted November 11, 2020 • 00:34:54

With the 2020 federal elections now completed (well, almost completed), Brent and Rachel go into their three-step plan for how to reconcile after the...