Wealth Actually

Recent Episodes

EP-128 ESTATE PLANNING IN A RISING INTEREST RATE ENVIRONMENT with ACTEC LAWYER MATTHEW HOCHSTETLER

Posted February 24, 2023 • 00:23:34

We are now into 2023 and it's turning into is a unique wealth planning environment Families are dealing with volatility and depressed asset values....

EP-127 THE WEALTH TAX LANDSCAPE with JARED WALCZAK

Posted February 13, 2023 • 00:25:09

Casual investors understand that states approach taxation of its citizens differently and can have different approaches to raising revenue. However,...

EP-126 HEALTH CARE and WEALTH MANAGEMENT with JOHN SAMUELS

Posted February 2, 2023 • 00:26:43

We are all familiar with the labyrinth of the healthcare system: The paperwork, the confusion and the cost can be overwhelming. One of the blind spots...

EP-125 GENERATION SKIPPING TAX (GST) with FIDUCIARY TAX EXPERT, MICHAEL GROSSMAN

Posted November 23, 2022 • 00:30:57

With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas on the minds...

EP-124 THE DATING APP LEGAL LANDSCAPE with LAW PROFESSOR, IRINA MANTA

Posted October 26, 2022 • 00:31:23

Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and the law. We are in the early stages...