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

Posted July 27, 2020 • 00:40:09

Most people believe their marriages will last forever. But whether their marriage endures or ends, it’s in your clients’ best interests to have...

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

Posted July 13, 2020 • 00:33:43

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. ...

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

Posted June 29, 2020 • 00:36:41

Collectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor...

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

Posted June 15, 2020 • 00:33:20

The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning...

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

Posted June 1, 2020 • 00:36:31

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...