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Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her passing on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring her assets would be passed to her chosen beneficiaries.

In this episode, David Lenok and guest Shawn Goheen stress the importance of proactive estate planning. They discuss:

• The critical timing of Shannen Doherty’s divorce, enabling her to secure her assets for her intended heirs;
• Essential strategies for advisors to promote early, comprehensive estate planning;
• The vital role of life insurance in safeguarding a well-rounded estate plan; 
• Navigating complex family dynamics and business ownership in estate planning;
  And more.

Resources:

• Listen to the latest episodes of Celebrity Estates
• Trust and Estates Magazine

Connect With David Lenok:

• david.lenok@informa.com 
• WealthManagement.com
• LinkedIn: David Lenok
• LinkedIn: Informa
• LinkedIn: WealthManagement

Connect With Shawn Goheen:

• Goheen Insurance
• LinkedIn: Shawn Goheen

About Our Guest:

Shawn Goheen is the heart and soul behind Goheen Insurance. Since the early ’90s, he has been more than just a financial advisor; he has been a trusted confidant to high-net-worth individuals. His journey has led him to build strong connections with over 15 specialty lenders and insurance carriers and relationships with 20+ banks, giving him a rare edge in navigating the often complex financial world with ease and transparency.

But Shawn’s work goes beyond just crunching numbers. He gets to the heart of what each client needs, understanding that everyone’s financial journey is unique. He’s also known as the “Advisor to Advisors,” a role where he shares his insights with other professionals, helping them uncover new opportunities and grow their practices.