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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

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