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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

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

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