Jay Leno spent 22 years hosting the “The Tonight Show” before being inducted into the Television Hall of Fame. His prized collection consists of approximately 286 vehicles: 169 cars and 117 motorcycles, all of which create a bit of a challenge when it comes to asset planning. In this episode, David Lenok is joined by …
From the mid 1920’s to his death in 1975, Aristotle Onassis embodied the phrase “many fingers in many pies” with businesses ranging from international shipping to less savory military hunters. Greek law limited how much could be granted to his American wife, Jackie O., after his death, regardless of his enormous legacy. With those limitations …
David Lenok is joined by John Pantekidis, chief investment officer and general counsel at Twin Focus, to discuss the struggles of determining inheritance with children from multiple partners and the legal and tax issues when children are taken into account. With over 74 million records sold worldwide and a lucrative career that took him in …
Encore Presentation 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, …
In this episode’s encore presentation, David Lenok, senior editor at WealthManagement.com, is joined once again by Megan Gorman, founding partner of Chequers Financial Management. Today’s celebrity example is Philip Seymour Hoffman, American actor, director and producer, and father of three children with longtime girlfriend, Mimi. At the time of his death, Philip Seymour Hoffman’s only …
With a 4% stake in Amazon, MacKenzie Scott, formerly MacKenzie Bezos, is the third wealthiest woman in the United States. In this episode, David Lenok is joined by Richard Peck, vice president of New Hampshire Charitable Foundation, and Jonathan Gassman, CEO of Gassman Financial Group. Richard and Jonathan discuss how she goes about charitable giving …
From his home and liquid possessions to his image and royalty rights, settling Prince’s estate would have been a complex process, even with a will. But Prince did not have a will, and this led to one of the largest and most complex estate battles in Minnesota and even American history. However, the most mysterious …
Between his six children and his illiquid assets in Tesla and SpaceX, Elon Musk’s claim to give half of his fortune to charity falls short. Yet only a few small steps would be required to increase his charitable giving and arrange support for his family. In this episode, David Lenok is joined by John Pantekidis …
In 2008, following a very public breakdown, Britney Spears and her estate were placed under a conservatorship managed by her father, Jamie Spears. Now 13 years later, Britney is contesting the conservatorship. In this episode, David Lenok is joined once again by Megan Gorman from Chequers Financial Management. They dive into the legal wrangling of …
In this episode, David Lenok, senior editor at WealthManagement.com, is joined by Robert Strauss, shareholder and director of Weinstock Manion, specializing in guiding high net worth families, business owners, and real estate developers through the complex process of estate and wealth transfer planning. Today’s celebrity example is the estate of legendary musician and American icon …