HeyJaredTFE Talks: Navigating Wealth, Business, and Legacy
TFE Talks: Navigating Wealth, Business, and Legacy is the official podcast from Thomas, Fisher & Edwards, a premier law firm in Greenville, South Carolina.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Aug 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Stop Using One-Size-Fits-All Trusts: Meet the Directed Trust (opens the original)
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In this episode of TFE Talks, Jordan Goewey and David Thompson break down the concept of directed trusts and how they differ from traditional “all-in-one” trustee arrangements. They explain how trustee duties can be split into investment, distribution, and administrative roles, and why this division can be especially useful for closely held business interests or clients who want to keep their existing financial advisor involved. The conversation covers the use of investment and distribution advi
Passenger or Captain? Picking the Right Charitable Vehicle (opens the original)
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In this episode of TFE Talks, host Jordan Goewey and Ben Ferris break down the key differences between donor-advised funds and private foundations as tools for clients with a charitable inclination. They explain how donor-advised funds work through sponsoring organizations like Fidelity Charitable and community foundations, highlighting their ease of setup, administrative simplicity, and tax benefits, alongside the tradeoff of less direct control. They then contrast this with private foundations
Firearms, Trusts, and ATF Rules Simplified (opens the original)
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In this episode of TFE Talks, Jordan Goewey speaks with Matt Edwards about how firearms fit into estate planning. They explain that most guns are treated as tangible personal property. Still, special rules apply to federally regulated NFA items like suppressors, short‑barreled rifles, and machine guns, which require government approval to transfer. The conversation explores how federal and state laws impact who can receive firearms, special considerations for beneficiaries who are minors or resi
Top 5 Mistakes People Make with Health Care Powers of Attorney (opens the original)
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In this episode of TFE Talks, Jordan Goewey and Mira Prisco break down the importance of having a healthcare power of attorney, especially in light of recent regulations in South Carolina. They explain what the document is, when it becomes effective, and why every adult, regardless of age or assets, should designate a trusted agent to make medical decisions if they become incapacitated. The conversation covers how to choose primary and backup agents, what authority those agents hold, and the adv
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