Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen

Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen

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Sponsored By: FS Investments Numerous post-death estate-litigation cases happen across the U.S. every day. How will you help your clients understand their estate planning decisions and ultimately prevent post-death litigation? In this episode, David Lenok, WealthManagement.com’s senior editor, is joined by the attorney who represented Mickey Rooney and his estate in his elder abuse and estate …

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Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey

Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey

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Sponsored By: FS Investments What kind of difference do your clients want to make in the world — and for themselves — with their philanthropy? In this episode, WealthManagement.com’s senior editor, David Lenok, is joined by Bruce DeBoskey, president and founder of The DeBoskey Group. Bruce has dedicated his life to helping others maximize the …

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

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

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Sponsored By: FS Investments 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 …

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

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

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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 …

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Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard

Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard

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Sponsored By: FS Investments Since not all states treat taxes the same, snowbirds who don’t know the rules might experience great heartache when they receive their tax bill.  In this episode, David Lenok, senior editor at WealthManagement.com, speaks with tax attorney Daniel Bernard. Together, they discuss John D. Rockefeller, the legendary American industrialist, philanthropist, and …

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Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA

Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA

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Sponsored By: FS Investments Art collections can be a difficult asset to comprehend. You need to surround yourself with highly qualified and good-intentioned experts to ensure your legacy lives on. In this episode, WealthManagement.com’s senior editor, David Lenok, speaks with Sarah McDaniel, CFA and managing director: head of Wealth Strategies Group and Advance Planning Centers …

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Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal

Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal

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Have you created a business that you want to outlast you? Do you know who would take over if something were to happen to you? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Sonya Mughal, COO of Bailard Inc. Together, they explore the estate of Jerry Buss, the legendary owner of the …

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Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister

Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister

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Sponsored By: FS Investments Living a secret life can be so utterly complicated. Take it from Liberace. As you’ll soon find out, it is essential for LGBT couples to have a prenup or partnership agreement that can unfold if a relationship ends. In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Bruce Hoffmeister, …

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Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum

Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum

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Sponsored by: Nationwide Advisory 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 …

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Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity

Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity

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The loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive impairment, would you know how to proceed with their estate planning? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Letha McDowell, a shareholder of Hook …

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