Wealth Actually

Recent Episodes

EP-133 NEW YORK'S ESTATE TAX CLIFF with GEORGE BISCHOF, ESTATE PLANNING ATTORNEY

Posted May 30, 2023 • 00:21:46

State Estate Taxes - State Estate taxes can be a nasty surprise- especially with the disconnect between State and Federal Exclusions. Currently, the...

EP-132 "ULTRA HIGH NET WORTH" CRISIS MANAGEMENT with JANE MINTZ MA, LPC

Posted May 11, 2023 • 00:29:51

Crisis Management in the Wealth Space Lawyers, Accountants, Wealth Advisers and other advisers – are used to dealing with difficult situations all...

EP-131 WEALTH & LAW PODCASTING with ACTEC LAWYER, BRENT NELSON

Posted April 27, 2023 • 00:47:23

Why Do You Podcast? And How Does It Help in the Wealth/Law Space? Why do I do it? What’s involved? How does it interact with your career? Should...

EP-130 MID-CAREER PIVOTS with FRAZER RICE

Posted April 13, 2023 • 00:12:59

In this episode, I recount my experience in taking the plunge and jumping from a stable, large bank job to swim in some different waters. "Funding the...

EP-129 THE FAMILY OFFICE Q&A with DENTONS' EDWARD MARSHALL

Posted April 3, 2023 • 00:26:43

The FAMILY OFFICE – a term that is surrounded by mystique. It conjures notions of massive wealth, mahogany infused offices, private jets and money...