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

Posted March 16, 202000:30:25

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...

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

Posted March 2, 202000:27:44

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?...

Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen

Posted February 16, 202000:30:09

Sponsored By: FS Investments Numerous post-death estate-litigation cases happen across the U.S. every day. How will you help your clients understand...

Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey

Posted February 3, 202000:29:06

Sponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — with their philanthropy? In...

Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua

Posted January 21, 202000:24:25

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...