Tag: Jacqueline Bevilaqua
Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

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In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Jacqueline Bevilaqua, a tax, trust and estates associate at Katzy Korins.  

The celebrity example in this episode is actor Chadwick Boseman, who was best known for portraying heroes, specifically Black heroes, in films, such as “42,” “Get On Up,” “Marshall,” and, of course, the blockbuster superhero film “Black Panther.”

Drawing inspiration from Chadwick’s story, David and Jacqueline talk about estate planning essentials for clients who have a diagnosis. They also discuss the importance of having all estate planning documents in order and ensuring that key people are aware of them. 

In this episode, you will learn:

  • Estate planning considerations for clients who’ve been diagnosed with an illness
  • The purpose of three documents that are particularly relevant to people with a diagnosis: health care proxy, power of attorney, and living will
  • Reasons why clients might get married towards the end of their life, as it relates to their estate plan
  • Why key action people must be aware of estate planning documents and their location
  • The benefits of using the oft-misunderstood special needs trust 
  • Why some people keep their estate plans a secret
  • And more!

Tune in now to learn estate-planning must-haves for clients with a diagnosis. 

Resources:  WealthManagement.com | Katzy Korins LLP
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 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 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua

Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua

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Sponsored By: FS Investments

Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music?

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Jacqueline Bevilaqua, associate at Katsky Korins, about what was done correctly and incorrectly in the estate plan of rapper Adam Yauch ( ⅓ of Beastie Boys). As they examine Adam Yauch’s estate,  David and Jacqueline discuss how to delicately manage the challenges that often come with high-net-worth clients and what steps need to be taken before incorporating copyright into a will.

In this episode, you will learn:

  • Possible reasons why a copyright clause made it into Adam Yauch’s will, despite him being a co-owner of his artistic property 
  • How to work with strong-willed clients who insist on using their will to make a public statement
  • What to consider when incorporating copyright into a client’s will
  • What it means to help your clients “play the tape through” when they’re appointing guardianship — and why it’s important
  • And more!

Tune in now and know that you are the one who can “fight for the right” to protect your clients after death.

Resources:  WealthManagement.com | Katsky Korins | jbevilaqua@katskykorins.com