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Celebrity Estates

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English

Contact:

(866) 505-7173

Episodes

Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles

11/16/2020
In this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firm’s Palm Beach office. Today’s celebrity example is Tom Carvel, the creator of soft serve ice cream and one of the founding fathers of the franchise system in America. Thinking he was … Continue reading Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles →

Duration:00:34:18

Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman

11/2/2020
In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management. The celebrity examples in this episode are Ric Ocasek and his third wife, Paulina Porizkova. Ric Ocasek was an American musician who was most well known as the co-lead vocalist, rhythm guitarist, and songwriter for the … Continue reading Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan...

Duration:00:23:13

Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen

10/19/2020
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight. The celebrity example in this episode is Richard Pryor, an American actor, writer, and one of the most influential standup comedians of all time. Richard was married five times and fathered seven children from six … Continue reading Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen →

Duration:00:26:21

Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

10/5/2020
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins. The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of … Continue reading Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua →

Duration:00:19:32

Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit

9/21/2020
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perry’s estate and funeral plan. American actor and teen idol, Luke Perry, was best known as “bad boy” Dylan Mckay on the TV series Beverly Hills, 90210. When … Continue reading Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit →

Duration:00:30:45

Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered

9/7/2020
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 … Continue reading Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered →

Duration:00:25:00

Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore

8/24/2020
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 … Continue reading Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore →

Duration:00:24:52

Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert

8/10/2020
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 … Continue reading Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert →

Duration:00:36:25

Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

7/27/2020
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 … Continue reading Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors) →

Duration:00:40:09

Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

7/13/2020
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 … Continue reading Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One →

Duration:00:33:42

Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles

6/29/2020
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. … Continue reading Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles →

Duration:00:36:40

Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)

6/15/2020
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 … Continue reading Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started) →

Duration:00:33:20

Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue

6/1/2020
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 … Continue reading Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue →

Duration:00:36:30

Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan

5/19/2020
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 … Continue reading Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan →

Duration:00:31:49

Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua

5/11/2020
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 … Continue reading Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua →

Duration:00:24:40

Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro

4/27/2020
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 … Continue reading Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro →

Duration:00:28:55

Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley

4/13/2020
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 … Continue reading Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley →

Duration:00:33:59

Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro

3/30/2020
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, … Continue reading Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro →

Duration:00:29:36

Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner

3/16/2020
Too many people are oblivious to the estate tax. But as an advisor, you’re perfectly positioned to help your clients avoid passing on a tax bill to their heirs. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Scott Steiner of Calamos Wealth Management about what you can do to make your clients … Continue reading Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner →

Duration:01:07:57

Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance

3/2/2020
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 … Continue reading Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance →

Duration:00:27:43

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