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A Surprising Tool to Maximize Your Charitable Giving
24th July 2024
Engaging in charitable activities not only supports organizations in achieving their missions but also brings a sense of fulfillment to the donor. Additionally, there are several practical benefits, such as tax advantages, associated with charitable giving.
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 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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!