Essential Steps in Estate Planning with Roger Silk (Ep. 51)
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Did you know that more than two-thirds of adult Americans have yet to implement any form of estate planning?
Even high-profile figures like Prince and Pablo Picasso faced chaotic and costly consequences because they lacked a proper plan.
Join Rob Curtiss alongside Roger Silk, CEO of Sterling Foundation Management LLC, for a deep dive into the essentials of estate planning.
Get ready to learn how to set up a secure and impactful legacy, understand the implications of the upcoming 2025 sunset of the Tax Cuts and Jobs Act of 2017, and explore strategies to mitigate taxes and avoid probate, all while ensuring your wishes are honored.
Rob and Roger discuss:
- The value of having a well-structured estate plan to avoid unnecessary legal battles and high taxes
- Real-life stories of high-profile individuals who faced estate planning disasters
- Insights into the 2025 sunset of the Tax Cuts and Jobs Act of 2017 and its potential impact on estate and gift taxes
- Strategies for managing and diversifying highly appreciated assets to minimize tax liabilities
- And more!
Resources:
- Educational videos (bottom of the page)
- Let’s Communicate Before We’re Gone with Pat Miles Zimmerman (Ep. 31)
- From Denial to Deliberate: Planning for Life’s Final Moments with Pat Miles Zimmerman (Ep. 42)
- Safeguard Your Wealth: Unraveling the Complexities of Estate Planning with April Rosenberry (Ep. 46)
- “Managing Foundations and Charitable Trusts” by Roger D. Silk and James W. Lintott
- “The Investor’s Dilemma Decoded” by Roger D. Silk and Katherine A. Silk
- “Politicians Spend, We Pay” by Roger D. Silk
- “Creating a Private Foundation” by Roger D. Silk, James W. Lintott, Andrew R. Stephens, and Christine M. Silk
Connect with Roger Silk:
- Sterling Foundation Management
- LinkedIn: Roger Silk
- 703 437-9720
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
About Our Guest:
Roger Silk, Ph.D., is the CEO of Sterling Foundation Management, LLC, and President of Lifetime Perspectives, Inc. Roger is widely recognized as a leading expert and innovator in the emerging field at the intersection of finance and philanthropy.
Roger has more than three decades of experience working with and advising wealthy clients, high-net-worth families, and the advisors who work with them on a variety of issues ranging from the use of private foundations to the integration of sophisticated charitable planning into multi-generational estate plans. He has worked with numerous investment, accounting, financial planning, and legal professionals to educate them, their firms, and their clients about the benefits and characteristics of a full suite of solutions, entities, and planning tools.