All Episodes

Life Insurance – Is it Taxable?

Before It’s Too Late: POA Mistakes Lawyers See Every Day

Estate Planning in a Growing City: What Spartanburg Families Need to Know

LLC vs. Corporation: Making the Right Choice

Business Owners: Don’t Choose the Wrong Legal Structure

754 Elections: Basis Planning for Partnership Interests

What’s Mine is Yours: Planning with Community Property

Avoiding (or Using) The Delaware Tax Trap: A Must-Know for Advisors

Trusts, Taxes & Tactics: Mastering S Corporation Estate Planning

Safeguarding Your Future Together: Prenup Essentials

Changes to Trust Law in South Carolina: Why it Matters to You

Why Every Business Owner Needs a Buy-Sell Agreement

Southern Roots, Legal Ambitions: Ben Ferris’s Journey to TFE

From Engagement to Sale: Understanding Letters of Intent (LOI)

Fresh Faces, Bright Futures: Mira Prisco’s Path to TFE

Navigating the One Big Beautiful Bill Act: What It Means for You

Beyond the Books: Real-World Lessons from TFE’s Law Clerks

The Roadmap to a Smooth Business Transaction: Corporate Cleanup Strategies

Probate 101: Simplifying the Complex Process of Estate Administration

Step-Up Insights: Understanding Income Tax Basis in Estate Planning

Dynasty Planning: Protecting Family Wealth Across Generations

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

How Assets Pass at Death

Welcome to TFE Talks: Navigating Wealth, Business, and Legacy