Generous Wealth Advisors

04/03/2025

When life changes, your estate plan should, too.
Life is full of milestones: a new baby, a career change, a marriage—or even loss. These moments can reshape your priorities, but have you thought about how they impact your estate plan?

Your estate plan is more than paperwork—it’s a reflection of your values, your family, and your legacy. In our latest blog, we explore:
➡️ The 5 major life changes that require estate plan updates.
➡️ A simple checklist to help you make adjustments.
➡️ How to align your plan with your financial goals and values.

Don’t let an outdated plan risk your wishes being unfulfilled.
Click the link to learn how to keep your estate plan current.

When life changes, your estate plan should, too. Learn when it’s critical to make estate plan updates for life’s milestones.

11/14/2024

Are you aware of the three types of taxes that could be affecting your charitable giving?

- Income Tax affects how much of your donation you can write off.
- Capital Gains Tax affects what happens when you donate appreciated stocks or other assets.
- Estate Tax affects how your legacy giving can be taxed.

Curious about how these taxes play a role in your charitable efforts? Dive deeper into our latest blog, "Tax-Smart Giving: Charitable Giving Tax Strategies that Help Your Money Go Further." Read more:

Discover charitable giving tax strategies that can help you make more of an impact on the world and your wallet.

11/13/2024

Bill and the Generous Wealth Advisors family are so grateful for the outpouring of love and support from you in this season of grieving as the Stevens family—and the Green Valley community—mourn the passing of Carolyn “Cubby” Stevens.

If you’ve been around the Green Valley area for a while, Cubby was a familiar name and face in the area as a columnist for the Green Valley News and an active member of the Santa Cruz County Cowbelles. Her presence in our community will be deeply missed.

Memorial services will take place on December 14. For more information and to read Cubby’s obituary, visit the link below.

In this season, we are reminded that Scripture tells us “The Lord is close to the brokenhearted, and saves those who are crushed in spirit.” (Psalm 34:18)

September 27, 1939 - October 12, 2024

10/30/2024

The team at Generous Wealth Advisors is saddened to announce the passing of Cubby Stevens, founder Bill Stevens’ mother, on October 12, 2024.

Cubby leaves behind an incredible legacy of love and faith. She was a well-loved mother and grandmother to Bill, his wife Tammi, and their six kids. Her presence will be sorely missed in the greater Tucson community.

Please join our team in praying for the Stevens family at this time. Funeral and visitation details are still to be determined.