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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.
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.
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!