Wealth and Law
By Wealth and Law
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Category: Investing
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Episodes: 244
Description
Blog, Podcast, Collaboration
| Episode | Date |
|---|---|
|
FinCEN Non-Financed Real Estate Transfer Reports
|
Nov 12, 2025 |
|
Estate Planning Challenges With Married Clients
|
Nov 03, 2025 |
|
Using Non-Grantor Trusts for Income Tax Planning
|
Oct 21, 2025 |
|
Opportunities for Law Students in Estate Planning
|
Oct 16, 2025 |
|
Year-End Financial Planning
|
Oct 08, 2025 |
|
Clauses Every Trust Should Have: Part 2
|
Sep 22, 2025 |
|
Real Estate Provisions in OBBBA
|
Sep 12, 2025 |
|
Sham Trusts
|
Sep 05, 2025 |
|
Inbound Migration and Planning
|
Aug 28, 2025 |
|
Federal Policy and Investing
|
Aug 22, 2025 |
|
Culture and Planning for China, Singapore, Taiwan and Vietnam
|
Aug 11, 2025 |
|
Estate Planning for the Wealthy Post-OBBBA
|
Jul 24, 2025 |
|
Master Life Insurance With Analytics
|
Jul 09, 2025 |
|
Creative Uses of CRTs in 2025
|
Jul 02, 2025 |
|
Americans Living in Portugal
|
Jun 13, 2025 |
|
Compliance Work Should be Optional
|
May 30, 2025 |
|
Private Trust Companies
|
May 20, 2025 |
|
11th Hour Tax Planning For Signed Deals
|
May 05, 2025 |
|
5 Important Tariff and Planning Questions
|
Apr 15, 2025 |
|
Clauses Every Trust Should Have: Part 1
|
Apr 09, 2025 |
|
Decoding Life Insurance Products
|
Mar 26, 2025 |
|
The Present and Future of AI in Estate Planning
|
Mar 20, 2025 |
|
Planning in Volatility
|
Mar 12, 2025 |
|
Replay: Ukraine
|
Feb 20, 2025 |
|
The Power of Adding Leverage to Estate Planning
|
Feb 14, 2025 |
|
Moving Trusts to No Income Tax States
|
Feb 05, 2025 |
|
Trump and Republican Tax Proposals
|
Jan 29, 2025 |
|
Thinking About The 2025 Exemptions
|
Jan 10, 2025 |
|
Smart Planning for Equity Compensation
|
Dec 31, 2024 |
|
Buy Sell Agreements in a Post-Connelly World
|
Dec 19, 2024 |
|
Expatriation from the USA
|
Dec 08, 2024 |
|
Helping Others Understand Complex Ideas
|
Nov 21, 2024 |
|
Planning With A Non-Citizen Spouse
|
Nov 15, 2024 |
|
Basics of Irrevocable Life Insurance Trusts
|
Oct 23, 2024 |
|
Remember THIS in the Last Months of 2024
|
Oct 10, 2024 |
|
Basics of Remainder Purchase Marital Trusts
|
Oct 03, 2024 |
|
Basics of Beneficiary Deemed Inheritor’s Trusts
|
Sep 18, 2024 |
|
The Importance of Family Meetings
|
Aug 20, 2024 |
|
Basics of Spousal Lifetime Access Trusts
|
Jul 31, 2024 |
|
The Death of Chevron
|
Jul 24, 2024 |
|
The Many Problems with S Corporations
|
Jul 17, 2024 |
|
Basics of Beneficiary Deemed Owner Trusts
|
Jul 10, 2024 |
|
Basics of Qualified Personal Residence Trusts
|
Jun 21, 2024 |
|
Non-Probate Transfers
|
Jun 12, 2024 |
|
Episode 200: A Guide to Successful Writing
|
Jun 05, 2024 |
|
Basics of QTIP Trusts
|
May 27, 2024 |
|
Retooling Non-Grantor Trusts
|
May 07, 2024 |
|
Introduction to IDGTs
|
Apr 30, 2024 |
|
Plan for Foreign Owners of Colorado Property
|
Apr 17, 2024 |
|
The Very Many Charitable Remainder Trusts
|
Apr 10, 2024 |
|
Planning Options for Large IRAs
|
Apr 08, 2024 |
|
Top Things I’m Working On Now
|
Mar 21, 2024 |
|
How to Spot Bad Tax Advice
|
Mar 07, 2024 |
|
Income Tax Planning Before 2026
|
Feb 25, 2024 |
|
Estate Tax Sunset for Nonresidents
|
Feb 17, 2024 |
|
Crypto Currency in Estate Planning and Beyond
|
Feb 09, 2024 |
|
Diversified Investing to Live Life
|
Jan 24, 2024 |
|
Artificial Intelligence and Its Many Business Uses
|
Jan 18, 2024 |
|
Corporate Transparency Act: Where We Are Now
|
Jan 11, 2024 |
|
The 3.3 Rule
|
Jan 03, 2024 |
|
Artful Planning: Dealing with Artwork and Collectibles
|
Dec 29, 2023 |
|
Family Fights and Ways to Solve Them
|
Dec 20, 2023 |
|
Hot Topics in Tax and Trusts
|
Dec 11, 2023 |
|
A Tactical Guide to PFICs
|
Dec 01, 2023 |
|
A History of Trusts and Their Incredible Utility
|
Nov 16, 2023 |
|
Using Business, Balance & Bliss to Find and Maintain Happiness
|
Nov 06, 2023 |
|
The Future of Planning With Bitcoin and NFTs
|
Oct 22, 2023 |
|
Tech in the Distributed Private Wealth Practice
|
Oct 03, 2023 |
|
Unique Financial Planning for Sex Workers
|
Sep 23, 2023 |
|
Mastering Stress: Strategies for High-Performing Professionals
|
Sep 15, 2023 |
|
You Are Not a Sovereign Citizen
|
Sep 08, 2023 |
|
How to Make Good Intrafamily Loans
|
Sep 01, 2023 |
|
Redefining Retirement: Building Prosperous Money Mindsets
|
Aug 25, 2023 |
|
The Many Forms of Spousal Lifetime Access Trusts (SLATs)
|
Aug 18, 2023 |
|
Navigating Market Volatility: Consistent Planning for Meaningful Financial Gains
|
Aug 10, 2023 |
|
2023 Estate Planning Bootcamp: Wills
|
Jul 26, 2023 |
|
2023 Estate Planning Bootcamp: Durable Powers of Attorney
|
Jul 20, 2023 |
|
2023 Estate Planning Bootcamp: Health Care Powers of Attorney
|
Jul 12, 2023 |
|
2023 Estate Planning Bootcamp: Revocable Trusts
|
Jul 05, 2023 |
|
2023 Estate Planning Bootcamp: The Different Fiduciary Roles
|
Jun 29, 2023 |
|
Top Tools for Strategic Generational Wealth
|
Jun 22, 2023 |
|
Strategies for UHNW Families in a Dynamic Environment: Interest Rates, GRATs, SLATs, and More
|
Jun 15, 2023 |
|
Transfer Tax Planning With Regulatory Discounts
|
Jun 02, 2023 |
|
When Your Will Is Not a Plan
|
May 26, 2023 |
|
Buy-Sell Agreements Can Preserve Generational Wealth
|
May 18, 2023 |
|
How ChatGPT Can Change Your Business
|
May 11, 2023 |
|
How Financial Planning is Like Fly Fishing: Navigating Asset Classes with Doug Nelson
|
May 04, 2023 |
|
Proven Strategies for Building a Loyal Audience Through Podcasting
|
Apr 27, 2023 |
|
Planning for the World Traveler: Tips for International Estate Planning
|
Apr 19, 2023 |
|
Optimize Your Decision Making
|
Apr 12, 2023 |
|
Master Financial Savvy
|
Apr 05, 2023 |
|
Virtual Family Offices
|
Mar 29, 2023 |
|
Prevent Biased Analysis
|
Mar 22, 2023 |
|
International Tax Planning
|
Mar 15, 2023 |
|
Current State of FBAR Penalties
|
Mar 08, 2023 |
|
Should You Have a Podcast?
|
Mar 01, 2023 |
|
US-China Estate Planning
|
Feb 15, 2023 |
|
Dumb TikTok Trends
|
Feb 08, 2023 |
|
Alternative Uses for FLPs
|
Jan 25, 2023 |
|
Financial Planning and Fly Fishing
|
Jan 18, 2023 |
|
How to Start a New Business
|
Jan 11, 2023 |
|
Marketing Keys for Professionals
|
Jan 04, 2023 |
|
2022 Election Aftermath
|
Dec 21, 2022 |
|
Close the Year and Start Well
|
Dec 14, 2022 |
|
Vacation Homes–Rewind
|
Dec 07, 2022 |
|
Optimized Charitable Lead Trusts
|
Nov 30, 2022 |
|
Finding Meaning in Profit
|
Nov 18, 2022 |
|
Smart Business Growth
|
Nov 11, 2022 |
|
Discovering Fraud
|
Nov 04, 2022 |
|
Family Offices and Private Equity
|
Oct 28, 2022 |
|
Money and Divorce
|
Oct 18, 2022 |
|
Energy Efficiency Tax Credits
|
Oct 12, 2022 |
|
How to Own a Business
|
Oct 04, 2022 |
|
Corporate Transparency Act
|
Sep 28, 2022 |
|
Where the Fleece Vests Roam
|
Sep 21, 2022 |
|
Post-Pandemic Personal Finance
|
Sep 14, 2022 |
|
Wise Money Moves in Troubled Times
|
Sep 07, 2022 |
|
Getting a Good Valuation
|
Aug 31, 2022 |
|
Business Succession Planning
|
Aug 24, 2022 |
|
Inflation Reduction Act
|
Aug 17, 2022 |
|
National Make a Will Month
|
Aug 10, 2022 |
|
Estate Planning Bootcamp: Will
|
Aug 03, 2022 |
|
Estate Planning Bootcamp: Durable Powers of Attorney
|
Jul 27, 2022 |
|
Estate Planning Bootcamp: Health Care Powers of Attorney
|
Jul 20, 2022 |
|
Estate Planning Bootcamp: Revocable Trusts
|
Jul 12, 2022 |
|
Estate Planning Bootcamp: The Different Fiduciary Roles
|
Jul 06, 2022 |
|
Life Insurance for Foreigners
|
Jun 23, 2022 |
|
Planning With Inflation
|
Jun 15, 2022 |
|
Trustees for Blended Families
|
Jun 08, 2022 |
|
Foreign Real Estate Ownership
|
Jun 01, 2022 |
|
Building a Modern Practice
|
May 25, 2022 |
|
Building Generational Wealth-Rewind
|
May 18, 2022 |
|
Maximize Low Markets
|
May 11, 2022 |
|
The SECURE Act Proposed Regulations
|
May 04, 2022 |
|
Trust Decanting
|
Apr 27, 2022 |
|
Crypto Currencies and Trusts
|
Apr 20, 2022 |
|
CRT Rollovers
|
Apr 13, 2022 |
|
Educating Youth About Personal Finance
|
Apr 06, 2022 |
|
The Limits of GRATs
|
Mar 30, 2022 |
|
SALT Deduction Workarounds
|
Mar 23, 2022 |
|
ACTEC Conference Highlights
|
Mar 16, 2022 |
|
Ukraine
|
Mar 09, 2022 |
|
Estate Planning for Women
|
Mar 02, 2022 |
|
Racial Inequality in Estate Planning
|
Feb 23, 2022 |
|
Preserving Generational Wealth
|
Feb 16, 2022 |
|
Sustainable Investing
|
Feb 09, 2022 |
|
Charitable Remainder Trusts
|
Feb 02, 2022 |
|
Planning in a Volatile Market
|
Jan 26, 2022 |
|
2022 Market Update
|
Jan 19, 2022 |
|
Financial Planning Tune Up
|
Jan 12, 2022 |
|
Real Estate Investing
|
Jan 05, 2022 |
|
Estate Planning New Year’s Resolutions
|
Dec 29, 2021 |
|
What’s Happening to the Build Back Better Act?
|
Dec 22, 2021 |
|
The End of the Britney Spears Conservatorship
|
Dec 16, 2021 |
|
Top Five Things to do Before the End of the Year
|
Dec 08, 2021 |
|
Podcast Highlights
|
Dec 01, 2021 |
|
Year-End Planning Around Tax Changes
|
Nov 24, 2021 |
|
Money Saving Tax Tips
|
Nov 17, 2021 |
|
The Newest Tax Proposals
|
Nov 10, 2021 |
|
Protecting Against Elder Abuse
|
Nov 03, 2021 |
|
Billionaire’s Get Taxed
|
Oct 27, 2021 |
|
What’s Happening in the Markets?
|
Oct 20, 2021 |
|
Catch the News?
|
Oct 13, 2021 |
|
How to Plan with Proposed Tax Changes
|
Oct 06, 2021 |
|
Directed Trustees
|
Sep 29, 2021 |
|
Tax Talk With John Strohmeyer
|
Sep 22, 2021 |
|
What’s In the New Proposed Tax Bill?
|
Sep 15, 2021 |
|
U.S. & Canada Proposed Tax Changes
|
Sep 08, 2021 |
|
Wealth Planning & Cryptoassets
|
Sep 01, 2021 |
|
Social Media Marketing for Professionals
|
Aug 25, 2021 |
|
Building a Modern Estate Planning Practice
|
Aug 18, 2021 |
|
Britney Spears Conservatorship Update
|
Aug 11, 2021 |
|
Donor Advised Funds
|
Aug 04, 2021 |
|
Hot Planning Issues This Year
|
Jul 28, 2021 |
|
Personal Finance & Travel
|
Jul 21, 2021 |
|
Buy-Sell and Cross Purchase Agreements
|
Jul 14, 2021 |
|
Income in Retirement: Financial Planning for Life 2.0
|
Jul 07, 2021 |
|
Cross Border Investing and Retirement Planning
|
Jun 30, 2021 |
|
Medicaid and Long Term Care Planning
|
Jun 23, 2021 |
|
Hawaii Tax Planning
|
Jun 16, 2021 |
|
What’s in the Green Book?
|
Jun 09, 2021 |
|
Must Have Estate Planning Documents
|
Jun 02, 2021 |
|
Life Settlement Transactions
|
May 26, 2021 |
|
Things That Grind Our Gears This Week
|
May 19, 2021 |
|
The Perils of IRS Code Section 2104(b)
|
May 12, 2021 |
|
What We Know Today About the Proposed Biden Tax Plan
|
May 05, 2021 |
|
Forming Your Own Non-Profit
|
Apr 28, 2021 |
|
New York Estate & Tax Planning
|
Apr 21, 2021 |
|
Incorporating Charitable Planning into Your Portfolio & Tax Strategy
|
Apr 14, 2021 |
|
Building Generational Wealth
|
Apr 07, 2021 |
|
The Aftermath of Game Stop
|
Mar 31, 2021 |
|
Attorney Wellness
|
Mar 24, 2021 |
|
The Power of Cryptocurrency
|
Mar 17, 2021 |
|
Top 5 Ways to Spend Your Stimulus Check
|
Mar 10, 2021 |
|
An Estate Planning Attorney’s Perspective of the Britney Spears Conservatorship
|
Mar 03, 2021 |
|
Vacation Homes
|
Feb 24, 2021 |
|
Demystifying Investments
|
Feb 17, 2021 |
|
US-Colombia Cross Border Planning
|
Feb 10, 2021 |
|
Generational Wealth
|
Feb 03, 2021 |
|
Community Property Hacks
|
Jan 27, 2021 |
|
Designating a Trust as the Beneficiary of an IRA in the Age of the SECURE ACT
|
Jan 20, 2021 |
|
A Lawyer’s Perspective on the Assault on the Capitol
|
Jan 13, 2021 |
|
Improving Money Habits
|
Jan 06, 2021 |
|
2020 Wrap Up
|
Dec 30, 2020 |
|
US-Mexico Cross Border Planning (Part 2)
|
Dec 23, 2020 |
|
US-Mexico Cross Border Planning (Part 1)
|
Dec 16, 2020 |
|
Penalty Clauses
|
Dec 09, 2020 |
|
Digital Marketing For Lawyers and Financial Advisors
|
Dec 02, 2020 |
|
Post-Election Estate Planning (Part 2)
|
Nov 25, 2020 |
|
Post-Election Estate Planning (Part 1)
|
Nov 18, 2020 |
|
Reconciling after the Election
|
Nov 11, 2020 |
|
Incapacity Planning
|
Nov 04, 2020 |
|
Family Limited Partnerships
|
Oct 28, 2020 |
|
Business Development in a Pandemic
|
Oct 21, 2020 |
|
Navigating Equity Compensation packages
|
Oct 14, 2020 |
|
Common Cross Border Tax Surprises
|
Oct 07, 2020 |
|
Lessons From The Trump Tax Returns
|
Sep 30, 2020 |
|
Nevada Trust Law
|
Sep 23, 2020 |
|
Final Quarter Financial Review
|
Sep 16, 2020 |
|
Easing Into the Knowledge of Wealth
|
Sep 02, 2020 |
|
LIVE! Using Extra Estate Tax Exemption
|
Aug 28, 2020 |
|
Estate Planning Before and After Divorce
|
Aug 26, 2020 |
|
Covid, the Biden Tax Plan, and Estate Planning
|
Aug 19, 2020 |
|
LIVE: Top Ten Ways to Build Family Wealth
|
Aug 12, 2020 |
|
Using Revocable Trusts
|
Aug 05, 2020 |
|
Fintech and Financial Literacy
|
Jul 29, 2020 |
|
Money Stories
|
Jul 22, 2020 |
|
The Insiders Take on Investment Management
|
Jul 15, 2020 |
|
Episode 16: The Power of the Step-Up in Basis
|
Jul 08, 2020 |
|
Episode 15: The Role of Technology in A Distributed Workforce
|
Jul 01, 2020 |
|
Episode 14: CARES Act Retirement, Qualified Improvement Property, and NOL Changes
|
Jun 24, 2020 |
|
Episode 13: Financial Planning During COVID-19
|
Jun 17, 2020 |
|
Episode 12 (Express): We Are Anti-RACIST
|
Jun 08, 2020 |
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Episode 11: Mom Died, Now What?
|
May 27, 2020 |
|
Episode 10: Asset Protection (Part 2)
|
May 20, 2020 |
|
Episode 9: Asset Protection (Part 1)
|
May 13, 2020 |
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Episode 8: Electronic Wills
|
May 06, 2020 |
|
Episode 7: What You Need To Know About Life Insurance
|
Apr 29, 2020 |
|
Episode 6: Is America Safe For Canadians?
|
Apr 22, 2020 |
|
Episode 5: SECURE Act Top 5 + Trusts
|
Apr 15, 2020 |
|
Episode 4 (Express): Employee Retention Credit
|
Apr 10, 2020 |
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Episode 3 (Express): Payroll Protection Program
|
Apr 10, 2020 |
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Episode 2: Trusts
|
Apr 08, 2020 |
|
Episode 1: Introduction
|
Apr 07, 2020 |