Celebrity Estates

By WealthManagement.Com

Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

  1. 1.
    Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten
    32:35
  2. 2.
    Ep 46 – Advising Entertainment Industry Clients
    23:02
  3. 3.
    Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman
    30:13
  4. 4.
    Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin
    27:19
  5. 5.
    Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer
    29:26
  6. 6.
    Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher
    22:03
  7. 7.
    Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
    30:07
  8. 8.
    Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner
    24:23
  1. 9.
    Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin
    19:52
  2. 10.
    Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
    34:18
  3. 11.
    Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman
    23:14
  4. 12.
    Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
    26:21
  5. 13.
    Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
    19:32
  6. 14.
    Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
    30:45
  7. 15.
    Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
    25:00
  8. 16.
    Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
    24:52
  9. 17.
    Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
    36:25
  10. 18.
    Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
    40:09
  11. 19.
    Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
    33:42
  12. 20.
    Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
    36:40
  13. 21.
    Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)
    33:20
  14. 22.
    Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue
    36:30
  15. 23.
    Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan
    31:49
  16. 24.
    Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua
    24:40
  17. 25.
    Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro 
    28:39
  18. 26.
    Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley
    34:00
  19. 27.
    Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro
    29:36
  20. 28.
    Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner
    30:24
  21. 29.
    Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
    27:43
  22. 30.
    Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen
    30:08
  23. 31.
    Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
    29:06
  24. 32.
    Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
    24:25
  25. 33.
    Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
    26:06
  26. 34.
    Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
    25:16
  27. 35.
    Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
    28:22
  28. 36.
    Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
    20:20
  29. 37.
    Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
    23:35
  30. 38.
    Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
    20:31
  31. 39.
    Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
    24:42
  32. 40.
    Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
    28:21
  33. 41.
    Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua
    28:47
  34. 42.
    Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt  — With Guest Michelle Smith, CDFA
    26:39
  35. 43.
    Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman
    25:17
  36. 44.
    Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD
    26:59
  37. 45.
    Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman
    20:05
  38. 46.
    Dead Celebrity Ep 2 –  Robin Williams Planned It Right — With Guest Avi Kestenbaum
    19:59
  39. 47.
    Dead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim Dougherty
    30:13

Listen to Celebrity Estates now.

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