News and Updates
Delaware Statutory Trusts, Illiquid Business Wealth, and Designing Legacy Homes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin by discussing whether a Delaware statutory trust can be a practical way for real estate […]
Stock Compensation, Inherited IRA Taxes, and Documenting Family Legacy
Transcript Intro Stephan Shipe: This week, we begin by examining why some publicly traded companies compensate employees with stock rather than cash, and how equity-based compensation changes incentives, liquidity, and […]
AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we begin by discussing how to think about concentration risk after significant gains in large cap tech […]
Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we explore private placement life insurance and how families should evaluate whether the promised tax advantages justify […]
Family Travel Fairness, STR Bonus Depreciation, and Digital Risk Management
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we start with a question about navigating lifestyle differences among children and what happens when those differences […]
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