The Scholar Wealth Podcast
Complex Wealth Questions. Expert Answers.
Displaying all 3 Episode of The Scholar Wealth Podcast with the tag “estate planning”.
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Episode 15: Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level
July 28th, 2025 | 18 mins 44 secs
estate planning, financial literacy, fractional jet ownership, inheritance fairness, inheritance planning, legacy letters, private jet tax rules, stock option exercise
A private jet decision. A multimillion-dollar option grant. An uneven inheritance. In this Q&A episode, Stephan unpacks three dilemmas that high-net-worth families face—and offers clear, strategic guidance for navigating them with confidence.
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Episode 14: Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
July 21st, 2025 | 22 mins 17 secs
debt-free milestone, divorce asset division, estate planning, financial literacy, inheritance planning, physician finance, physician financial planning, step-up in basis
From divorce settlements to post-inheritance decisions to finally being debt-free—life’s transitions come with big financial questions. In this episode, we answer listener questions about dividing marital assets, what to do after inheriting a $1.2M brokerage account, and how two physicians can reset their financial plan after paying off student loans. Plus, in Myth or Money, we bust the idea that you're ever too young to plan for retirement.
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Episode 11: Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
June 30th, 2025 | 23 mins 3 secs
estate planning, estate tax sunset, family limited partnership, ipo planning, ipo tax planning, irrevocable trust, trust strategies, umbrella insurance
This week, we’re answering client questions about big-picture estate planning, preparing for future tax exposure, and protecting family wealth. We’ll cover trust strategies ahead of the 2026 estate tax sunset, key tax considerations for pre-IPO stockholders, and what to expect when shopping for umbrella insurance coverage.