에피소드 11개
Music to My Heirs Stephen Lewis
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- 비즈니스
Host Stephen C. Lewis has over 15 years of experience helping a global clientele of Ultra High Net Worth families. The challenges facing these families are usually not financial, but the legacy they leave behind. How do you ensure that the wealth you gain in this life creates a better future for your children and their children? On Music to My Heirs, Stephen interviews top thought leaders sharing stories, lessons, secrets and insights that will last generations.Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.
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Charitable Friends - Donor Advised Funds and Foundations
Stephen discusses the key benefits of Donor Advised Funds and Foundations with Ryan DeMaria, Director of Business Development at Foundation Source (https://www.foundationsource.com).For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Allian...
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Important Steps to Take When Your Child Becomes an Adult
Estate planning attorneys Mary Galligan and her son Michael Galligan https://www.galliganmanning.com/ discuss with Stephen the important legal steps to take when an individual turns 18 and is now considered to be an adult. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are r...
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How to Reduce Your Chance of an IRS Audit
Jason Graham of Andersen Tax, https://www.andersentax.com/people/graham-jasondiscusses with Stephen how to reduce your chance of an IRS audit. Jason Graham, the Office Managing Director of the Houston office of Andersen Tax, has over 19 years of experience in providing tax services. He performs engagements for high net worth family groups and individuals, involving income tax planning, research and compliance, estate planning and administration, family limited partnerships and trusts. Jason’s...
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Umbrella Policies - When It Rains It Could Pour
Andrew Bean, Shareholder, and Jennifer Moss, Vice President, of INSGROUP (http://www.insgroup.net/) join Stephen to share their expertise around preparing for life's unexpected risks. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast....
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How to Own a Second Home
Tama Klosek of Klosek & Assoc, http://www.kloseklaw.com/ discusses with Stephen how to think through the ownership of a second home. Tama Klosek is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She has a tax practice focused on both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations. Following graduation from Harvard Law School in 1999, Tama began her legal career with Vin...
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Raising Heir-Do-Wells - Using Philanthropy to Develop Successful Inheritors
Stephen Lewis and Meg Holliday discuss an email from a client looking to understand how philanthropy can be used as a training ground for successful inheritors. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.htmlNote to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P....