TFE

TFE Talks: Navigating Wealth, Business, and Legacy

Business EN ↓ 29 episodes

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.

Author

TFE

Episodes

Dynasty Planning: Protecting Family Wealth Across Generations 02.07.2025 17:57

Topics in this conversation include: Basics of Trust Planning (1:14) Creditor Protection in Trusts (4:11) Flexibility in Trust Planning (7:11) Importance of Prenuptial Agreements (11:13) Trusts for Spousal Protection (13:35) Incapacity and Protection Concerns (16:12) Actionable Advice and Parting Thoughts (17:43) TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thom...

Unlocking the Secrets of Wealth Transfer: Estate and Gift Taxes Explained 18.06.2025 20:20

Topics in this conversation include: Welcoming David and Previewing Today’s Topic (0:32) Overview of Estate and Gift Tax System (1:26) Wealth Transfer Tax Explained (00:02:15) Gift Tax and Exemption Usage (5:39) Qualified Educational Expenses (8:07) Medical Expenses Exemption (9:44) IRS Tracking of Gifts (11:22) Future Concerns About Exemption Changes (14:21) Advice for Estate Planning (18:07) Fi...

How Assets Pass at Death 04.06.2025 22:12

Topics in this conversation include: Welcoming Matt and Previewing Today’s Episode (0:33) Foundational Principle of Estate Planning (2:37) Four Primary Ways Assets Pass (3:19) Limitations of Beneficiary Designations (6:04) Understanding Survivorship Assets (8:17) Common Misconceptions about Joint Ownership (10:34) Risks of Adding Children as Co-Owners (12:36) Wills vs. Revocable Trusts (15:08) Be...

Welcome to TFE Talks: Navigating Wealth, Business, and Legacy 02.06.2025 1:08

Thomas, Fisher & Edwards is a premier law firm based in Greenville, South Carolina, providing elite and personalized legal counsel for individuals, families, and businesses. With a Tier 1 ranking in seven practice areas by Best Law Firms® in 2024, the firm is known for its high-touch, sophisticated approach to legal solutions. For over two decades, TFE has guided clients through estate planning, b...