Brent chats about the One Big Beautiful Bill Act (OBBBA) and its impact on estate planning for ultra-high net worth families. He gets into the increased estate tax exemption, tactics for using and m

Brent chats with Wallis Tsai about how to avoid the many bad life insurance policies with objective analysis. They discuss how to avoid those bad life insurance policies, war stories of nightmare sc

Brent chats with Evan Unzelman about the many creative uses of charitable remainder trusts. They talk about modifying the trust, selling the income interests, contributing the income interests to new

Brent chats with Sasha Young da Silva about estate and tax planning for Americans who have relocated to beautiful Portugal. They talk about the tax challenges of cross an international border, surpris

Brent chats with Nicole Davis, CPA, MBA founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA about why todays accountants can (and should) treat traditional compliance work as a choi

Brent chats with Joel Revill about Private Trust Companies (PTCs). They explain the basics of PTCs and their structures. They explain what families would want to use a PTC and how the structure can so

Brent talks about what tax planning can happen AFTER the client has already signed the deal to sell a large asset. He talks about the difference between income and estate tax planning. He then discuss

Brent chats about five key questions relating to tariffs and planning in difficult market conditions. He gives answers to the following questions: 1. Whats the real strategy behind these tariffsand

Brent chats with T.J. Ryan about important terms to make your trusts better. In this first part of that conversation, they discuss the importance of settlor intent, HIPAA releases and incapacity deter

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 with are best for our clients. Steven also shares