Episode 70: The Boulder Home Decision, What "Complex" Really Means, and Generational Wealth Stewardship with Lisa McCurdy

August 17th, 2026  |  33 mins 48 secs

charitable giving, concentration risk, estate planning, estate tax exemption, gifting strategies, inheritance planning, legacy and family stewardship, sbloc, tax planning, trust strategies

Stephan works through two listener questions this week. First, a couple weighing three ways to buy a $2.8 million second home in Boulder and disagreeing about whether an SBLOC belongs on the table. Then, a listener with a $35 million net worth concentrated 80 percent in one stock who wants to know why every advisor he meets calls his situation "complex" when it feels pretty simple from where he sits. In From the Field, legacy planning attorney Lisa McCurdy joins to explain why the human side of estate work, not the paperwork, is what determines whether a plan actually holds up across generations.