Celebrity Estates: Wills of the Rich and Famous
WealthManagement.Com
Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.
Episodes
Mentioned books
Sep 7, 2020 • 25min
Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
When you realize your client is living beyond their means and creating nothing but headaches for the executor of their estate, how can you help? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mark Brandenburg, an attorney who focuses on estate planning, estate administration, and probate law. The celebrity example of today’s … Read More Read More
Aug 24, 2020 • 25min
Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
Are your clients charitably inclined, but also want to provide for their heirs? There may be a way to do both, while saving on taxes. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Carl Fiore, a managing director in the Andersen U.S. National Tax office, about how wealthy people are saving their … Read More Read More
Aug 10, 2020 • 36min
Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
You work hard for your money, so don’t let the government take it all when you die. This is exactly what happened to one of the most significant cultural icons of the 20th century, Elvis Presley. In this episode, David Lenok speaks with Paige Goepfert of Andersen Global to explore the financial mishaps of the … Read More Read More
Jul 27, 2020 • 40min
Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have a prenuptial agreement –– especially if the split isn’t amicable In this episode, David Lenok, senior editor at WealthManagement.com, talks with Aviva Pinto, a managing director at Wealthspire Advisors. This episode is … Read More Read More
Jul 13, 2020 • 34min
Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. In this episode, David Lenok, senior editor at WealthManagement.com, talks to Tom Gearing, CEO and co-founder of Cult Wines Limited, about investing in wine. This topic is inspired by golf … Read More Read More
Jun 29, 2020 • 37min
Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
Collectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDaniel, a CFA and managing director who heads the Wealth Strategies Group and Advanced Planning Centers at Morgan Stanley. Together, they discuss estate planning for collectibles. … Read More Read More
Jun 15, 2020 • 33min
Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)
The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Douglas Boneparth, founder of Bone Fide Wealth. They discuss how today’s financial advisors can appeal to millennials –– and why bringing in … Read More Read More
Jun 1, 2020 • 37min
Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue
Only one-third of family businesses make it to the next generation. What are you doing today to help your family business last? In this episode, David Lenok, senior editor at WealthManagement.com, has the pleasure of speaking with Mitzi Perdue, a businesswoman, author, and professional public speaker. Mitzi is also the daughter of Sheraton Hotel’s co-founders … Read More Read More
May 19, 2020 • 32min
Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan
Your clients’ beneficiaries will have a lot of unintended expenses if your clients don’t take the right estate-planning steps –– especially if the plan is nonexistent. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about what happens to an estate when there is no … Read More Read More
May 11, 2020 • 25min
Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua
It’s surprisingly easy to have estate planning documents and wills modified or overturned. Can your clients be assured that their estate planning documents will be enforced after they’re gone? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with three-time guest, Jacqueline Bevilaqua, an associate at Katsky Korins, about what can happen to a … Read More Read More
