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Just Like Peanut Butter and Jelly: Why Estate Planning and Life Insurance are Made for Each Other
19th June 2024
While many people understand that estate planning is a critical aspect of financial and wealth management, life insurance often goes underappreciated or missed all together as part of that process. However, life can help facilitate estate planning goals around wealth transfer, managing estate taxes and providing financial security for successful families.
The Legacy Lounge Episode 5: Mayte Weitzman
24th September 2024
We welcome Mayte Weitzman, to the Legacy Lounge. Mayte is a a leading communications, branding, and public relations specialist who is also passionate about social responsibility and community engagement.
The Legacy Lounge Episode 3: Kelly J. Zúñiga
22nd July 2024
We welcome Kelly J. Zúñiga, Ed.D., CFRE, to the Legacy Lounge. Kelly is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.
The Legacy Lounge: Episode 2 Wendy Farner
20th June 2024
As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.
The Legacy Lounge Episode 1: Rod Koenig
22nd May 2024
Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!
The Legacy Lounge: Welcome
21st May 2024
Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!
The Changing Face of Wealth: Women and Wealth Management
18th March 2024
While women are increasingly taking control of an increasing amount of wealth, the financial services industry, as a whole, has done little to address this changing face in wealth. The result, 70% of women report changing their financial advisors within one year of their partner dying. Why? Affluent women approach wealth management differently than their male counterparts.
Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry
19th February 2025
As February is Black History Month, and as Stavis Wealth Transfer Solutions was co-founded by three women, we wanted to take this opportunity to highlight a pioneer in the life insurance industry who deserves far more recognition that she currently receives. Let us introduce you to Minnie Geddings Cox.