January 2020 – Celebrity Estates: Wills of the Rich and Famous

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

By deadcelebrity | January 21, 2020

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There is a special kind of fear that estate planning brings out in many people. As an advisor, how will you help your clients move past this fear enough to do thorough estate planning?

In this episode, WealthManagement.com’s senior editor, David Lenok, is joined again by Jacqueline Bevilaqua of Katsky Korins to discuss how advisors can help clients push through their estate-planning fears. Together, they draw from the story of Robert Mugabe, former president of Zimbabwe, who spent his life inspiring fear in others but was unable to overcome his own fear of estate planning. This conversation recommends approaches for advisors to take with fearful clients and advice for overcoming your own estate-planning anxiety.

In this episode, you will learn:

How fear can impact an estate
Which aspects of estate planning tend to feel the most intimidating
What actions you can take to support and guide anxious clients
How to preserve relationships in a blended family after death
And more!

Tune in now and learn ways to support clients who are fearful of estate planning.

Resources: WealthManagement.com | Katsky Korins | jbevilaqua@katskykorins.com | Episode 7: Adam “MCA” Yauch: How to work with strong-willed clients — With Jacqueline Bevilaqua

Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin

By deadcelebrity | January 6, 2020

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If you had a client with multiple spouses, would you know how to handle their estate planning?

In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Kim Kamin, principal at Gresham Partners, about the success of Jerry Weintraub’s estate plan. Its success is notable given that this Emmy-Award winning producer, talent manager, and actor had lived with a long-term girlfriend while still staying married to his wife. Together, David and Kim discuss Jerry Weintraub’s story, the overlooked prevalence of polyamorous couples in today’s society, and considerations for advisors who are working with polyamorous clients.

In this episode, you will learn:

About the many variations of modern polyamory
How to tactfully ask your coupled clients about their relationships
Considerations that have to be made depending on whether the polyamorous relationship is a public or private arrangement
Ways to help your polyamorous clients dodge estate planning hurdles
And more!

Tune in now and learn how to help your polyamorous clients with their estate planning.

Resources:

WealthManagement.com | Gresham Partners | The Tools & Techniques of Estate Planning for Modern Families, 3rd Edition