Episodes

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 impacts for individuals and businesses. While the current plans are in the early stages and it is difficult to predict which proposals may become law, it is nevertheless important to explain the proposed changes, how each may affect individuals and families, and what people can do today before any laws are passed. Brent and Rachel focus in on th...

We love talking about charitable giving on the Wealth & Law Podcast. In previous episodes, we’ve discussed how individuals and families can incorporate charitable giving into their estate and investment plans. On this week’s episode, Brent and Rachel bring back Deborah Plum to talk about how to form your own non-profit. They get into the formation documents, how to get tax exempt status, and common issues that come up along the way. Deborah is an experienced trusts and estates associate with a ...

This week on the Wealth & Law Podcast, Brent and Rachel sit down with Deborah Plum to go over the ins and out of New York estate and tax law. They get into New York’s estate tax, the infamous estate “tax cliff”, and income tax rules. Deborah is an experienced trusts and estates associate with a background in corporate tax. Deborah has extensive knowledge of charitable foundations and not-for-profit organizations. Prior to joining Rimon, Deborah worked as a tax associate at Simpson Thacher & Bar...

One of the most frequently asked questions we get from clients is: How can I incorporate charitable planning into my investment and estate plan? We love seeing clients with charitable intent and enjoy helping clients create lasting charitable legacies. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel brought back A.J. Price of Strategic Wealth Partners. The three of them dive into several different tax efficient ways to give to charity. They get into qualified charitable d...

Generational wealth has been a major talking point on the Wealth & Law podcast. In prior episodes, Brent and Rachel have talked about how to preserve generational wealth and how to pass it on to future generations. This week, we dive into how to actually build generational wealth. Brent and Rachel are joined by Kyle Larson and Lily Styrmoe from TCI Wealth Advisors and go over their top five tips for how younger individuals and families can begin building the generational wealth that they’ve drea...

Can you believe that we are already wrapping up the first quarter of 2021 today? (Neither can we.) This week on the Wealth and Law Podcast, Brent and Rachel bring back Doug Nelson, of TCI Wealth Advisors, to discuss the major events in the first quarter and what to expect in the coming months. They get into the Game Stop debacle, rising interest rates, and more. Doug is an advisor and shareholder at TCI Wealth Advisors. Doug has received numerous national recognitions based upon his belief that...

This week on the Wealth and Law Podcast, Brent and Rachel talk with Matt Schmidt about attorney wellness. The legal and financial fields are infamously known as stressful fields of work, so Matt breaks down his top tips for how to maintain balance, be productive, and live your best life. Matt is an attorney at Schmidt, Sethi & Akmajian. He graduated from the James E. Rogers College of Law at the University of Arizona. Matt’s primary interest in law focuses on general personal injury, insurance ...

Cryptocurrency is becoming increasingly more popular with many investors saying that it is the way of the future. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel sit down with Tyrone Ross Jr. to discuss all things related to cryptocurrency. They break down crypto investing, industry hurdles to crypto, and how crypto opens up the market to the underserved communities. Tyrone Ross Jr. is the CEO of Onramp Invest and founder of 401STC, a storytelling consultancy. He is a gr...

With a new stimulus package around the corner, you may be feeling anxious about whether you will receive a stimulus check. So on this week’s episode of the Wealth & Law Podcast, Brent and Rachel breakdown who will qualify for stimulus checks under the current legislation, how much you can expect to get, and our top five ways to spend that money. From donating to charity to buying big screen TVs, we talk about it all. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if yo...

Oops, we did it again–we are talking about Britney Spears on the podcast. In the last couple of weeks, Britney Spears’ conservatorship has gained lots of attention after “Framing Britney Spears,” a new documentary by The New York Times, was released on FX and Hulu. With all of the hype around the new documentary, Brent and Rachel were eager to sit down with Joe Ferrucci to talk about the Britney Spears conservatorship. They discuss how Britney’s conservatorship started and the current court bat...

After a year of sheltering at home, you are probably just as anxious as we are to get out and travel this summer (hopefully). With low interest rates right now, it is also one of the best times to purchase a vacation home. Although buying a vacation home is exciting, it is important to take a step back and make sure you wrap it up with your current estate plan. On this week’s episode of the Wealth & Law Podcast, Brent and Rachel discuss some of the methods of incorporating a vacation home–wheth...

This week Brent and Rachel answer the basic investment questions they hear from their friends and clients: What is an IRA or 401k? What are the differences between stocks, bonds, mutual funds, ETFs? How does short-term and long-term investing work? What do you think about bitcoin? In this episode, they explain each of these and much more. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/...

This week, Brent and Rachel chat with Rodrigo Castillo Cottin about US-Colombian cross border planning. Rodrigo explains the basics of Colombian tax and estate planning laws, gives helpful insights into key issues, and chats about how to be flexible in planning. Mr. Castillo Cottin opened the Rimon, P.C. legal practice in Colombia, Rimon’s first Latin American office, to focus on Trusts & Estates and Tax law. He advises multijurisdictional enterprises, financial institutions, and high-net-worth...

This week, Brent and Rachel are joined by Anna N’Jie-Konte. Anna has decades of experience in financial planning and was the perfect person to talk to about generational wealth. As a first-generation American, Anna discusses the keys to building generational wealth. The three of them also get into wealth inequality as a by-product of generational wealth and what we can each do to help bridge the gap. Anna N’Jie-Konte is a Certified Financial Planner and the founder of Dare to Dream Financial Pl...

This week, Brent and Rachel chat about community property. They explain what it is, how it works, what its tax benefits are, and they explain how one might be able get the tax benefits of community property event for property in a non-community property State. They have previously written about community property here and you can listen to them talk about community property in the divorce context here. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to lear...

The SECURE Act (remember that) has been around for one year now. To commemorate its first birthday, Brent and Rachel look back at the SECURE Act and how it has changed the landscape for designating a trust as a beneficiary on an IRA. Brent and Rachel have already written about this issue before here and have touched upon this topic in an earlier podcast episode here. But in this week’s episode, they take a deeper dive into which trusts may be the best IRA beneficiaries and how you go about doing...

Americans across the country were shaken up by the assault on the U.S. Capitol on January 6, 2021. On this week’s episode of the Wealth & Law Podcast, Brent and Rachel try to make sense of the whole situation by analyzing the events from a legal perspective. They discuss the events leading up to the riot, the various court cases, and hypothesize what Americans might see in the days leading up to the Presidential Inauguration. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, ...

It is probably no surprise to hear that one of the most common New Year’s Resolutions is to save money. To kick off 2021, Brent and Rachel sat down with George Grombacher to discuss how individuals can be better with money. George gives some of his best tips for getting your finances in check for the new year, how a budget can help, and whether you may need the help of a professional. George is a consultant, podcaster, writer, and speaker. He spent 10 years with a Fortune 100 company as an advi...

This week Brent and Rachel give their wrap up of the podcast in 2020. They discuss key events of the year, important topics they covered, starting the podcast, and what they look forward to in 2021. It has been a long year! Thanks for listening to the podcast and engaging with us about it. We appreciate your support! If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/.

Rachel and Brent are again joined by Fernando Barraza for Part 2 of their conversation about planning for families and businesses in the US and Mexico. In Part 2 they dig into specific planning ideas to overcome some of the challenging and penalizing US international tax rules. Fernando Barraza is a Tax Shareholder and a member of the firm’s International and Estates & Trusts segment teams. He is a dynamic and proficient business consultant with over ten years of public accounting experience, d...

This week, Brent and Rachel sit down with Fernando Barraza to discuss challenges and opportunities for US-Mexico cross border families. In Part 1, they discuss the broad international tax rules that apply to these families, their businesses, and their investments. They flag key concerns and foot faults. In Part 2, they discuss practical solutions and planning options. Fernando Barraza is a Tax Shareholder and a member of the firm’s International and Estates & Trusts segment teams. He is a dynam...

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 a penalty clause is, what they look like, and how they are used in estate planning documents. They also get into how Arizona courts have applied penalty clauses in the past and how penalty clauses might be applied in the future to particular situations. T.J. Ryan is a trust and probate litigation and estate planning attorney at Frazer Ryan Goldbe...

Brent and Rachel are joined by Olivia Roberts and David Joseph of Knockout Digital Marketing to talk about marketing trends for lawyers and financial advisers, things that don’t work, and their top five things to do to improve marketing efforts. We also discuss targeted advertising, social media, and old fashion business development tools. You can learn more about Knockout Digital Marketing here: https://www.thinkknockout.com/ You can reach the Knockout Digital Marketing team here: 619.630.4767...

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 session, where we throw ideas for end of year planning at Darren and he gives us his hot takes. We cover: SCIN GRATs Long-Term Notes Series SLATs Flip SLATs 99-Year GRATs Darren is a shareholder in the law firm Tiffany & Bosco, PA, in Phoenix, AZ. He assists families and individuals in the areas of estate planning, probate, and tax, and is t...