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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Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum

Posted October 30, 201900:20:31

Sponsored by: Nationwide Advisory You can have everything planned out, accounted for, and your family members will still find something to fight over...

Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity

Posted October 21, 201900:24:43

The loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive...

Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts

Posted October 7, 201900:28:22

Sponsored By: FS Investments When celebrities with trusts pass away, we may never learn the full details of their estates. And that’s largely the...

Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua

Posted September 23, 201900:28:48

Sponsored By: FS Investments Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music? In this episode, David...

Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt  — With Guest Michelle Smith, CDFA

Posted August 27, 201900:26:40

A massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control of their finances?  In this...