Celebrity Estates: Wills of the Rich and Famous

Are you willing to let your children take the reigns of the family business? Giving your children the space to try and make their own mistakes as they learn will help you identify who is ready to take on the family business. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest … Read More Read More

Whether you know it or not, you have digital assets, your email, your photos, all your social media accounts. Those are your digital assets. What happens to those accounts when you die? In this episode, David Lenok, senior editor at WealthManagement.com, is talking with Karin Prangley, Senior Vice President Private Wealth Management at Brown Brothers … Read More Read More

Sponsored By: FS Investments No parent wants their children to be worse off because of the wealth they inherit. As an advisor, what can you do to help parents equip their children for wealth and snuff out a sense of entitlement –– or affluenza –– that could derail them in the future? In this episode, … Read More Read More

Scott Steiner, a wealth planning consultant at Calamos Wealth Management, shares his insights on estate planning and tax strategies. He highlights the Wrigley family's costly mistakes in managing their estate tax, emphasizing the challenges of illiquid assets like closely held businesses. Steiner discusses using family LLCs to maintain control while planning for taxation. He stresses the importance of involving heirs early, utilizing exemptions wisely, and the critical role of buy-sell agreements in promoting liquidity.

What is it about the American tax system that’s compelling people to renounce their U.S. citizenship? Is there a better option for you and your money? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by David Lesperance, a tax and immigration lawyer who has been helping people save their wealth from the taxman … Read More Read More

Sponsored By: FS Investments Numerous post-death estate-litigation cases happen across the U.S. every day. How will you help your clients understand their estate planning decisions and ultimately prevent post-death litigation? In this episode, David Lenok, WealthManagement.com’s senior editor, is joined by the attorney who represented Mickey Rooney and his estate in his elder abuse and estate … Read More Read More

Sponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — with their philanthropy? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, president and founder of The DeBoskey Group. Bruce has dedicated his life to helping others maximize the … Read More Read More

Sponsored By: FS Investments There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins … Read More Read More

If you had a client with multiple spouses, would you know how to handle their estate planning?  In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Kim Kamin, principal at Gresham Partners, about the success of Jerry Weintraub’s estate plan. Its success is notable given that this Emmy-Award winning producer, talent manager, and actor … Read More Read More

Sponsored By: FS Investments Since not all states treat taxes the same, snowbirds who don’t know the rules might experience great heartache when they receive their tax bill.  In this episode, David Lenok, senior editor at WealthManagement.com, speaks with tax attorney Daniel Bernard. Together, they discuss John D. Rockefeller, the legendary American industrialist, philanthropist, and … Read More Read More