OM DENNA PODDSÄNDNING 🔗
TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina. Each episode, our attorneys break down complex legal and financial topics—covering estate planning, business strategy, and legacy building—into clear, actionable insights. Whether you're refining a plan with our team or preparing for the future, this podcast serves as your go-to resource for thoughtful, strategic planning. Tune in for expert guidance that helps you protect what matters most.
Uppdateringsfrekvens:
every 17 days
Genomsnittlig ljudlängd:
17 minutes
Engelsk
USA
32 avsnitt
sedan 2 juni 2025
episodic
I DENNA PODDSÄNDNING 🔗
SENASTE AVSNITTET 🔗
In this episode of TFE Talks, Jordan Goewey and David Thompson break down the concept of directed trusts and how they differ from traditional “all-in-one” trustee arrangements. They explain how trustee duties can be split into investment, distribution, and administrative roles, and why this divisio…
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TIDIGARE AVSNITT 🔗
In this episode of TFE Talks, host Jordan Goewey and Ben Ferris break down the key differences between donor-advised funds and private foundations as tools for clients with a charitable inclination. They explain how donor-advised funds work through sponsoring organizations like Fidelity Charitable …
In this episode of TFE Talks, Jordan Goewey speaks with Matt Edwards about how firearms fit into estate planning. They explain that most guns are treated as tangible personal property. Still, special rules apply to federally regulated NFA items like suppressors, short‑barreled rifles, and machine g…
In this episode of TFE Talks, Jordan Goewey and Mira Prisco break down the importance of having a healthcare power of attorney, especially in light of recent regulations in South Carolina. They explain what the document is, when it becomes effective, and why every adult, regardless of age or assets…
In this episode of TFE Talks, Jordan Goewey and attorney Maisie Greene break down the practical side of trust funding and why simply signing a trust document is not enough. They explain how assets actually pass at death, why avoiding probate matters, and how to properly title or designate beneficia…
In this episode, Jordan Goewey and Mira Prisco discuss why it is crucial to clearly define “children” and “descendants” in estate planning documents, especially for long-term trusts and multigenerational plans. They explore how blended families, adoption, IVF and other assisted reproductive technol…
In this episode of TFE Talks, Jordan Goewey and associate attorney Ben Ferris unpack the crucial difference between employees and independent contractors and why that distinction matters for business owners. They discuss how misclassification can create legal and tax risks or unnecessarily increase…
In this episode of TFE Talks, Jordan Goewey and Matt Edwards break down indemnification provisions in business purchase agreements, especially in the context of selling a business. They explain how representations and warranties are promises sellers make about their business, and how indemnificatio…
In this episode of TFE Talks, David Thompson and estate planning specialist Jordan Goewey break down how irrevocable life insurance trusts (ILITs) work and why they matter for high-net-worth individuals. They explain when life insurance can become estate taxable, the concept of “incidents of owners…
In this episode of TFE Talks, David Thompson and Jordan Goewey discuss the essential role of powers of attorney (POA) in estate planning. They explain what a power of attorney is, the difference between financial and health care powers of attorney, and key terms like “durable” and “springing.” The …
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