Wealth and Law

Recent Episodes

Decoding Life Insurance Products

Posted March 26, 2025 • 00:34:05

Brent chats with Steven Zeiger about why life insurance products are so complex. Steven explains the mechanics of the products and how data can reveal...

The Present and Future of AI in Estate Planning

Posted March 20, 2025 • 00:35:09

Brent chats about how AI can be used in estate planning now. He discusses its current limitations and dangers associated with AI-Emboldened Advisers....

Planning in Volatility

Posted March 11, 2025 • 00:30:31

In this Live recording, Brent chats about the state of the tax bills in Washington, DC, an interesting fiduciary liability case involving foreign accounts,...

Replay: Ukraine

Posted February 20, 2025 • 00:27:14

This is an episode from March 2022, where Brent talks about his history with Ukraine and Russia’s invasion. Although we are now almost three years...

The Power of Adding Leverage to Estate Planning

Posted February 14, 2025 • 00:20:46

Brent chats about how adding leverage (or debt) to estate planning vehicles can increase the wealth transfer potential. He talks specifically about...