Tag Archives: Megan Gorman

Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan



Your clients’ beneficiaries will have a lot of unintended expenses if your clients don’t take the right estate-planning steps –– especially if the plan is nonexistent.

In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management about what happens to an estate when there is no plan in place. Using the ongoing legal battles around musician Prince’s estate as an example, they dive into the importance of having a plan.

In this episode, you will learn:

  • The story of Prince, his estate, and his lack of a plan for after death
  • Why some wealthy individuals choose revocable trusts
  • What might have deterred Prince from creating an estate plan
  • How to keep information about your clients’ assets private after death
  • Estate planning steps that would have reduced Prince’s beneficiaries’ emotional and financial costs
  • And more!

Tune in now for the long-awaited Celebrity Estates episode about Prince!

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


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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



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