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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 who are still living, and working to manage their estates. David and Jeff talk about how having a career with unstable income flows can be tricky to navigate and plan for.

You will learn:

• How and why someone would want to work with this niche market of clientele
• What is meant by consistency of income
• The tax implications of having inconsistent income
• Why you need to be responsible to yourself first when it comes to your finances
• And more!

Listen now to prepare for the ups and downs that come with having an unstable income source.

Resources: WealthManagement.com | JSF Financial

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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 then Larry’s untimely death due to COVID-19 in 2021. David and Megan could talk for days about this celebrity estate.  Listen in while they try to sort through this currently active family-court fight.

In this episode, you will learn:

• What is a holographic will
• How the state in which you live and die plays a vital role in how your estate is handled
• What’s involved in differentiating between community properties and separate properties
• The importance of documenting your intentions when divorcing
• And more!

Get inspiration from Larry King’s story to get your house in order! 

Resources: WealthManagement.com | The Wealth Intersection | Chequers Financial Management

“Getting your house in order and reducing the confusion gives you more control over your life. Personal organization somehow releases or frees you to operate more effectively.” — Larry King