Brady’s experience in the financial planning industry dates back to 2001 when he started his own practice. Now at Carson Wealth, Brady is a Wealth Planner on the Carson Private Client team.
August 24, 2021
This week we are launching the first episode in our series on Foundational Estate Planning with guest, Brady Marlow, a Certified Financial Planner with Carson Wealth. Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks with Brady about how to consolidate recommendations, quiet the noise from too many voices, and how to best use multiple disciplines to gain the smartest strategies for your estate plan. This podcast is particularly helpful for Entrepreneurial families. Listen in to learn how collaboration can be more cost-effective and provide a centralized, decision-making dashboard that focuses on the family’s idea of success.
Lara is the founder of the firm and specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on transfers of property, as well as trust and estate administration.
September 14, 2021
Join us this week for a discussion on Dynasty Trusts with our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Lara Sass, an estate planning attorney in New York serving a high-net-worth clientele. Today’s topics include the definition of a Dynasty Trust and who should use one, the Rule Against Perpetuities, where to set up a dynasty trust, how it will help reduce estate taxes overall, and the benefits to the beneficiaries. Listen in as these estate planning experts give you the tips you need to know to set up an effective dynasty trust.
Considerations When Selecting a Trustee
Sarah is an executive board member and past president of the Omaha Estate Planning Council and volunteers for the National Association of Estate Planners and Councils. Since law school, Sarah has been working in Omaha in trust services for two national banks and has completed 3 years of trust school.
September 28, 2021
How should you choose a Trustee for your estate plan? This week our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guest, Sarah Duey, Vice President of Trust Services at Carson Group discuss the many factors that should be considered in this important decision. What’s the role of a Trustee and does it vary based on the type of trust? Should a family member or friend be your Trustee? What type of skills does a Trustee need and what are some key questions to ask candidates? Choosing the wrong Trustee can have negative consequences on your estate plan so tune in to learn more about this topic.
Estate Planning for Ag Clients
Bryan joined the inSOURCE team in 2020, and was previously an advisor for Principal Financial Group since 2000. He focuses on Business Owner and Executive Solutions and Estate planning, and personal financial planning.
Monte Schatz offers clients a wealth of experience in practice areas vital to business and finance. His expertise includes trust administration, probate, estate planning, tax, and corporate law.
October 26, 2021
This week on Legal Visionaries our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her guests, Bryan Holen, a financial advisor with Insource Benefits Group and Monte Schatz, a managing member at Vandenack Weaver discuss the unique issues with estate planning for farmers. What all do you need to have in place for a good ag estate plan? How do you transition land and why is it important to have a succession plan? How do you use LLC’s to help with the transition? Is the revocable trust the answer to everything? If you own a farm or have clients in farming, listen in for tips to help build a solid estate plan.