Wealth and Law

Recent Episodes

Expatriation from the USA

Posted December 8, 2024 • 00:26:01

Brent chats with Toni Ann Kruse about what it means from a practical and tax perspective to expatriate from the United States. They explain the difference...

Helping Others Understand Complex Ideas

Posted November 21, 2024 • 00:26:50

Brent chats with Geoff Grenert about how to help client understand complicated ideas as part of their planning. They discuss the challenge of explaining...

Planning With A Non-Citizen Spouse

Posted November 15, 2024 • 00:19:31

Brent explains some of the challenges of planning when there is a non-US citizen spouse. He dives into the estate tax marital deduction, the gift tax...

Basics of Irrevocable Life Insurance Trusts

Posted October 23, 2024 • 00:36:43

Brent chats with Matt Hochstetler about the basics of irrevocable life insurance trusts (ILITs). They explain what these trusts are, why they are useful,...

Remember THIS in the Last Months of 2024

Posted October 10, 2024 • 00:22:18

Brent chats about how to think about the US elections, reminds you the CTA beneficial owner reports are due by December 31, 2024, suggests planning...