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Just Like Peanut Butter and Jelly:  Why Estate Planning and Life Insurance are Made for Each Other

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.

Tags: Education

The Legacy Lounge Episode 1: Rod Koenig

The Legacy Lounge Episode 1: Rod Koenig

22nd May 2024

Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!

Tags: Podcasts

The Legacy Lounge: Welcome

The Legacy Lounge: Welcome

21st May 2024

Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!

Tags: Podcasts

Meet Kayla Tolunay

Meet Kayla Tolunay

14th May 2024

We are excited for you to get to know our Co-Founder and Chief Planning Officer, Kayla Tolunay! Learn about Kayla's life both at work and outside of Stavis Wealth.

Tags: Education

The Changing Face of Wealth: Women and Wealth Management

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.

Tags: Education

Meet Kyle McCully

Meet Kyle McCully

21st February 2024

Get to know Kyle McCully, our Chief Business Development Officer. In this interview, Kyle shares his remarkable and inspirational story as well as why he is so excited to be part of the Stavis Wealth Transfer Solutions Team.

Tags: Education

Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry

Minnie Geddings Cox and the Trailblazing Role of Women in the Life Insurance Industry

19th February 2024

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.

Tags: Education

Target Hunger

Target Hunger

1st February 2024

Target Hunger’s mission is to alleviate hunger and its root causes in the northeast and east Houston neighborhoods we serve.

Tags: Community Involvement

Barbara Bush - Celebration of Reading

Barbara Bush - Celebration of Reading

1st February 2024

A Celebration of Reading is the Barbara Bush Foundation’s signature fundraiser. The unique program features bestselling authors who share their stories.

Tags: Community Involvement

Barbara Bush - Ladies for Literacy Guild

Barbara Bush - Ladies for Literacy Guild

1st February 2024

In the spirit of service, the Ladies for Literacy Guild mobilizes resources to foster a love of reading through the power of literacy.

Tags: Community Involvement

ACTX - Children at Risk

ACTX - Children at Risk

1st February 2024

CHILDREN AT RISK serves as a catalyst for change to improve the quality of life for children through strategic research, public policy analysis, education, collaboration, and advocacy.

Tags: Community Involvement

The Perfect Estate Planning Storm

The Perfect Estate Planning Storm

26th January 2024

This is a unique, and uniquely challenging, point in time for estate planning. Two developments are bringing to an end the platinum age of planning in the near future, meaning the time to act is now.  

Tags: Education

New Year, New Website!

New Year, New Website!

26th January 2024

Welcome to our brand new website, with incredible work by New York-based web design team, Juicyorange, and graphic designer, Thomas Maloney! 

Tags: EducationPressSpeaking Engagements

The Legacy Lounge: Episode 2 Wendy Farner

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.

Tags: Podcasts