51 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

    • Business

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 51 – Preserving Your Inherited Collectibles with Barbara Archer

    Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

    In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Barbara Archer, managing director and partner at Hightower. David and Barbara speak about Barbra’s story of researching, purchasing and preserving art that can be shared with the world. Today’s celebrity example begins with Lilly Pulitzer. Lilly quickly grew to fame through her fashion and … Continue reading Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer →

    • 25 min
    Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

    Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

    In this episode, David Lenok, senior editor at WealthManagement.com, sits down with Rick Kahler, president of Kahler Financial Group, as they dive into the subconscious mind around money. Today’s celebrity example is Warren Buffett and his interesting relationship with money. Buffett, once the most wealthy man in the world, now sits in 7th place. It … Continue reading Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler →

    • 28 min
    Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith

    Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith

    In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Dan Griffith, senior vice president and director of wealth strategy at Huntington Private Bank. Today’s celebrity example is brought to you by Clare Bronfman. We discuss Clare’s journey into using generational wealth to fund a company with negative ties. We use this infamous … Continue reading Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith →

    • 36 min
    Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue

    Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue

    In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Rob Wermuth, senior partner and Kevin Donohue, partner at the Pennsylvania-based firm Legacy Planning about the intricacies of estate planning.  Today’s celebrity estate example is brought to us by Playboy Magazine founder and figurehead Hugh Hefner. Through the use of trusts, prenups and taking … Continue reading Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue →

    • 26 min
    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

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