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      Estate Planning Essentials for Securing your Legacy

      In a short video Steven Bowles and Scott Marek discuss estate planning considerations, changes coming in the next couple of years, and interesting historical facts about estate taxes.

      By Steven Bowles
      07:15 PM Wed September 27, 2023



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      The Legacy Investor Podcast

      Steven Bowles
      01:13PM Tue May 19, 2026


      In this episode Steven discusses how to transfer wealth without ruining the next generations. https://cameronphilgreen.com/podcast


      Wealth Strategies

      3 Things That the Ultra-Rich Do to Protect Their Wealth That You Can Do, Too

      Steven Bowles
      02:38PM Mon May 18, 2026


      In this Article on Kiplinger.com I dive into the ways that the Ultra-Rich Protect their wealth and what lessons we can apply to our families. https://www.kiplinger.com/retirement/estate-planning/how-the-ultra-rich-protect-wealth


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      Legacy Strategies for the $15-$50m Entrepreneur

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      06:04PM Fri May 1, 2026


      Angelina Carleton and Steven Bowles discuss what strategies work well to keep wealth in the family for generations.


      Wealth Strategies

      American Business Magazine

      Steven Bowles
      02:55PM Thu April 16, 2026


      The Silent Risk in Business Succession Planning Most Owners Overlook


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      Family Office Strategies for Entrepreneurs ($10-$50m)

      Steven Bowles
      08:36PM Tue March 24, 2026


      Steven Bowles and Dr Christopher Loo discuss Family office best practices you can use without a family office.


      Wealth Strategies

      Buy sell agreements Part 3

      Steven Bowles
      08:27PM Tue March 24, 2026


      On the Mark conversation with Catalyst about buy sell agreements. Episode 3 of a 3 part series.


      Wealth Strategies

      Buy sell agreements Part 2

      Steven Bowles
      02:15PM Fri January 9, 2026


      On the Mark conversation with Catalyst about buy sell agreements. Episode 2 of a 3 part series.


      Wealth Strategies

      Buy sell agreements Part 1

      Steven Bowles
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      On the Mark conversation with Catalyst about buy sell agreements. Episode 1 of a 3 part series.


      Wealth Strategies

      Expert Advise on How to Ensure Your Wealth Carries on for Generations

      Steven Bowles
      08:41PM Wed October 29, 2025


      Understanding the Two Primary Threats to Wealth Transfer

      Catalyst Advisory.io provides independent life insurance advisory services to individuals and families looking for personalized and unbiased guidance in securing their financial futures. Our experienced advisors work closely with clients to understand their unique needs and goals, and then recommend customized life insurance solutions from a wide range of reputable providers. With our commitment to transparency, objectivity, and exceptional customer service, we strive to empower our clients to make informed decisions and achieve peace of mind.

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      Catalyst Life Insurance Advisory and its affiliates do not provide tax, legal, or accounting advice. These materials have been prepared for informational purposes only and are not intended to provide, and should not be relied on, for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

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