Music to My Heirs
Charitable Friends - Donor Advised Funds and Foundations
23:23 | Nov 26th, 2019
Stephen Lewis and Ryan DeMaria discuss the key benefits of Donor Advised Funds and Foundations.
Important Steps to Take When Your Child Becomes an Adult
23:37 | Sep 26th, 2019
Estate planning attorneys Mary Galligan and her son Michael Galligan discuss with Stephen the important legal steps to take when an individual turns 18 and is now considered to be an adult.
How to Reduce Your Chance of an IRS Audit
27:02 | Aug 30th, 2019
Stephen Lewis and tax specialist Jason Graham discuss how to reduce your chance of an IRS audit.
Umbrella Policies - When It Rains It Could Pour
18:48 | Jul 25th, 2019
Stephen Lewis, Andrew Bean and Jennifer Moss discuss preparing for life's unexpected risks.
How to Own a Second Home
24:41 | Jun 17th, 2019
Stephen Lewis and attorney Tama Klosek discuss how to think through the ownership of a second home.
Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors
11:27 | Apr 26th, 2019
Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors.
Four Elements of a Successful Financial Journey
16:18 | Feb 27th, 2019
Stephen Lewis and Michael Ellington discuss the four necessary elements for a successful financial journey.
How to Keep Your Assets but Give Away the Growth
17:08 | Dec 16th, 2018
Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation.
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