Wealth and Law

Brent Nelson and Rachel Sass are joined by Kevin McMahon, CLU, ChFC, of WealthPoint (https://wealthpoint.net/our-people/), to discuss life insurance. They get into depth on different types of policies, evaluating a client’s needs for life insurance, the tax treatment of the products, and whether life insurance should be viewed as a separate asset class.

In Episode 6, host Brent Nelson is joined by Rachel Sass and special guest Dave Smitten (https://norterralaw.com/home/firm-profile/) to discuss the challenges of keeping Canadians in America safe from the American tax system. We do a deep dive into the intricate, and sometimes strange, way Canadian and American rules create traps for the unwary. Any advisor dealing with Canadian clients (on either side of the border) who have property or other interests in the States will get an education in some of those important areas.

Brent Nelson is joined by Rachel Sass to discuss the SECURE Act (remember that). They talk about Brent’s top 5 list of changes and get into the weeds on how trusts as IRA beneficiaries fit into the landscape now.

Brent Nelson and Rachel Sass discuss the basics of the Employee Retention Credit, a credit that was enacted as part of the CARES Act, in this Express episode. The basics of the credit are important for many family businesses struggling due to the impact of COVID-19.

Brent Nelson and Rachel Sass discuss the basics of the Payroll Protection Program, in an Express episode. The Express episodes will cover critical issues we think folks need to know now, and that cannot wait for our regular episode schedule. Enjoy!

Brent Nelson and Rachel Sass discuss trusts: their history, what they look like now, how they are and can be used effectively, and a few technical legal things lawyers will like, but for which other people will reserve massive eye rolls.

Welcome to the Wealth and Law Podcast. In Episode 1, your host, Brent Nelson, is joined by Rachel Sass to discuss their estate planning, family wealth, family investments, and business backgrounds, as well as the purposes of the Wealth and Law Podcast.