47 episodes

Welcome to the Celebrity Estates: Wills of the Rich and Famous 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.

Celebrity Estates WealthManagement.Com

    • Investing

Welcome to the Celebrity Estates: Wills of the Rich and Famous 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.

    Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten

    Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten

    In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Alex Weingarten, partner at Venable LLP, where he is a commercial trial lawyer who represents clients in all facets of entertainment, probate and business litigation. Today’s celebrity example is Aretha Franklin; we discussed her estate in episode 8 and at that time it … Continue reading Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten →

    • 32 min
    Ep 46 – Advising Entertainment Industry Clients

    Ep 46 – Advising Entertainment Industry Clients

    David Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry. Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those … Continue reading Ep 46 – Advising Entertainment Industry Clients →

    • 23 min
    Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman

    Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman

    In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about the issues surrounding the celebrity estate of none other than legendary talk show host Larry King.  There was an estate plan, multiple children from multiple marriages, a holographic will written after filing for divorce, and … Continue reading Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman →

    • 30 min
    Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin

    Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin

    Today, David Lenok, senior editor at WealthManagement.com, is joined by Damien Martin, tax partner at BKD CPAs and Advisors. This episode focuses on the father of rock ‘n roll, Chuck Berry, the legendary musician who worked up into his 80’s, amassing a sizable estate upon his death in 2017 at the age of 90, despite … Continue reading Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin →

    • 27 min
    Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer

    Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer

    David Lenok, senior editor at WealthManagement.com, is joined by Dr. Denise Federer, speaker, consultant, coach, psychologist, author, and founder of the Federer Performance Management Group (FPMG) as they discuss the impact of families not having those difficult conversations about their money and wealth. This episode focuses on an icon from Hollywood’s Golden Age, the legendary … Continue reading Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer →

    • 29 min
    Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher

    Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher

    In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Christopher Melcher, partner at Walzer Melcher LLP where they focus on complex family law litigation and premarital agreements of high net worth individuals. Today’s celebrity example is Jack Cassidy; an American actor and singer known for his works in theatre, tv and film.  … Continue reading Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher →

    • 21 min

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