Category: Estate Planning

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Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD

Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD

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Too many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will you use your estate plan to punish your heirs? Or will you choose to resolve issues before it’s too late?

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Dr. Stanley Teitelbaum, PsyD. Together, they explore the estate of Joan Crawford, one of old Hollywood’s biggest stars. Up for discussion is Joan Crawford’s decision to deliberately exclude two of her children from her estate. Dr. Teitelbaum explains how estate planners and financial advisors can support clients who are tempted to make similarly harsh decisions.

In this episode, you will learn:

  • About the background of Joan Crawford, her relationship with her children, and her estate
  • How to help clients who are overly concerned about getting their children’s approval
  • How to determine if your clients would benefit from the support of a mental health professional
  • The benefits of sorting through your familial issues  
  • Possible options and alternatives for dividing your estate
  • And more!

Tune in to learn about Joan Crawford’s estate and how to help your clients resolve their family issues before it’s too late.

Resources: WealthManagement.com | Dr. Stanley Teitelbaum, PsyD

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Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman

Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman

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Have you considered what would happen to your pet if something happened to you? Do you want to ensure that your family friend is taken care of after you’re gone?  

This episode will open your mind to the options available to you and your pet.

In episode three of Dead Celebrity, by Informa WealthManagement.com, David Lenok is joined by Megan Gorman of Chequers Financial Management. They speculate on the unreleased details of world-famous fashion designer Karl Lagerfeld’s estate plan and how he may have provided for his beloved cat, Choupette. Throughout the episode, you will hear examples of how your pet can be cared for after you’re gone.

In this episode, you will learn:

  • About the background on Karl Lagerfeld and his cat
  • How to use your estate plan to provide for your pet
  • Which options are available for ensuring your pet’s care, including trusts
  • The importance of picking the right guardian for your pet
  • And more!

If your dog/cat is your best friend, your child, your furbaby then you need to listen to this podcast.

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

 

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Dead Celebrity Ep 2 –  Robin Williams Planned It Right — With Guest Avi Kestenbaum

Dead Celebrity Ep 2 –  Robin Williams Planned It Right — With Guest Avi Kestenbaum

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You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone.

In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate plan of beloved comedian and Oscar-winning actor Robin Williams. As you’ll soon find out, even the best of estate plans and legal advice can be a recipe for disaster when you have children from different marriages and a surviving spouse.

In this episode, you will learn:

  • The role of trusts
  • The importance of preparing the proper documents
  • Why it’s crucial to update your information as your life changes
  • How some people can be worth more once they are deceased
  • Whether David and Avi would consider Robin Williams’ estate plan to have been successful
  • And more!

Tune in and find out what went down in Robin Williams’ estate in this episode of Dead Celebrity!

Resources: WealthManagement.com | Meltzer, Lippe, Goldstein & Breitstone, LLP

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Dead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim Dougherty

Dead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim Dougherty

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Are you that person who thinks, “I don’t need to do that paperwork today. It can wait”?  Do you think it’s unnecessary to plan out your final wishes and make sure your estate plan is in order?

In this inaugural episode of Dead Celebrity, by Informa WealthManagement.com, we learn lessons from the life and death of celebrity Casey Kasem. Jim Dougherty from Withers Worldwide discusses the pitfalls of not being prepared when you either pass suddenly or become incapacitated.

In this episode, you will learn:

  • The basic background of the Kasem family
  • The importance of preparing the proper documents
  • Why it’s crucial to update your information as your life changes
  • What can go wrong when family members are not on the same page
  • And more!

Learn about the issues faced by the Kasem family and why blended families can be difficult to manage in this episode of Dead Celebrity!

Resources: WealthManagement.com | withersworldwide