StoryLens Tag

18 Jun

Revocable vs. Irrevocable Trusts: The Structural Distinction That Shapes Every Other Planning Decision

Most families of multi-generational wealth have revocable and irrevocable trusts somewhere in their estate plan. However, relatively few can explain why one structure includes assets in a grantor’s taxable estate while the other does not — or what that difference means for income tax, estate and gift tax, GST tax...

08:53 / General

21 May

When the Exit Isn’t the Finish Line

In this episode of the StoryLens™ Podcast, Dan Deeble of Lost Ball Consulting returns to examine what happens after the exit, when succession is complete on paper, but something essential is still unresolved....

08:10 / General

06 May

You’re Their Biggest Client. That’s the Problem: A Conversation with Taylor Smith

The StoryOne team sits down with attorney Taylor Smith to examine one of the most structurally predictable and least-discussed failures in wealth management: the individual or business owner that has outgrown its current advisory structure, but the financial advisor, CPA, and estate attorney haven’t said so. The conversation covers what...

21:41 / General

16 Apr

When Success Stops Working: Purpose Drift, the Self-Awareness Gap, and Governance Risk in Family Enterprise

Dan Deeble, founder of Lost Ball Consulting, joins the StoryLens Podcast to examine how purpose drift creates governance risk inside family enterprises, and what leaders and families can do to close the gap between financial structure and operational alignment. The conversation covers the neuroscience of purpose, the structural cost of...

12:56 / General

02 Apr

Understanding Family Systems: A Conversation with Ken Howard

Many families of significant wealth have the legal architecture right. The estate plan, the trust structure, and the entity stack are solved problems. What goes unmapped, however, is the relational system operating underneath it all: the roles, the loyalties, the unspoken rules that have governed the family since long before...

07:49 / General

19 Mar

Conflict Without Combat: A Conversation with Ken Howard, Marriage and Family Therapist

In this episode of the StoryLens Podcast, John Christensen and Cameron Bond sat down with marriage and family therapist Ken Howard to examine the difference between conflict and combat, why reconciliation is a learned skill, and how families can begin repairing what has broken....

08:20 / General

02 Feb

The Heart Behind Generosity: Clarifying Purpose, Passion and Family Alignment in Charitable Giving

In this episode of the StoryLens Podcast, the StoryOne partners sit down with charitable planning expert Evan Lange to explore the heart behind generosity and why understanding a family’s story is essential to giving well. ...

11:27 / General

14 Jan

Why Story Matters in Estate Planning: A Conversation with Jon Daugharthy

Estate planning is often treated as a technical exercise. Documents, structures and legal precision take center stage....

09:03 / General

01 Jan

Choosing the Right Fiduciaries: Who Will Carry Out Your Wishes?

Who should you trust with your most important decisions? The StoryOne team breaks down the roles and responsibilities of fiduciaries, from managing assets to caring for loved ones. They share guidance on choosing individuals who are willing and capable. and align with your values. Discover why this decision is both...

07:38 / General

11 Dec

Kingdom-Minded Succession: Faith, Business, and the Great Wealth Transfer

In Episode 6 of the StoryLens Podcast, StoryOne partners John Christensen and Cameron Bond sit down with Rick Boxx, founder of The Unconventional Business Network, to explore various options for a kingdom-minded business transition. They talk about integrating faith at work, the emotional weight of exits, and how to steward...

10:35 / General