Celebrity Estates: Wills of the Rich and Famous
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 v
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Recent Episodes
Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at...
Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss...
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...
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,...
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...
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