Celebrity Estates: Wills of the Rich and Famous
By WealthManagement.Com
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Category: Investing
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Subscribers: 12
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Episodes: 85
Description
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.
| Episode | Date |
|---|---|
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Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance
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Mar 25, 2024 |
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REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning
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Feb 26, 2024 |
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REPLAY! Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth
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Dec 18, 2023 |
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Celebrity Estates: Bob Barker and Leaving a Charitable Legacy
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Oct 16, 2023 |
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Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson
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Jul 24, 2023 |
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Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning
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Jun 26, 2023 |
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Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners
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May 15, 2023 |
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Celebrity Estates: Lisa Marie Presley and Estate Litigation
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Apr 17, 2023 |
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Celebrity Estates: Julia Fox and Why Millennials Focus Less on Material Wealth
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Mar 13, 2023 |
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Celebrity Estates: Succession Planning Lessons From The British Royal Family
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Feb 13, 2023 |
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Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate
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Jan 16, 2023 |
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REPLAY! Celebrity Estates Podcast: Pat Bowlen: Creating An Estate Plan Before Being Forced Out (Ep. 74)
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Dec 19, 2022 |
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REPLAY! Celebrity Estates Podcast David Bowie: The Financial Side Of A Music Catalog (Ep. 73)
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Nov 30, 2022 |
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Celebrity Estates: Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations (Ep.72)
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Oct 26, 2022 |
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Celebrity Estates: Whitney Houston and Adding Age Provisions For Young Beneficiaries (Ep. 71)
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Sep 19, 2022 |
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Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset (Ep.70)
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Aug 22, 2022 |
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69. Vince McMahon Sr. and the Evolution Of Generational Values
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Jul 11, 2022 |
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68. Conrad Hilton and Advising First Generation Wealth Creators
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Jun 06, 2022 |
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67. Russia And Ukraine: The Benefits Of Alternative Citizenship
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Apr 18, 2022 |
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66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills
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Apr 04, 2022 |
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65. David Bowie: The Financial Side Of A Music Catalog
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Mar 21, 2022 |
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64. Pat Bowlen: Creating An Estate Plan Before Being Forced Out
|
Mar 07, 2022 |
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63. Jay Leno: Planning for Classic Car Collections
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Feb 22, 2022 |
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62. Aristotle Onassis: The Impact of International Asset Planning
|
Feb 07, 2022 |
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61. DMX: Planning For Blended Families
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Jan 24, 2022 |
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Ep 60 – Audrey Hepburn: When Secrets Destroy A Family
|
Jan 03, 2022 |
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Ep 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
|
Dec 20, 2021 |
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Ep 58 – MacKenzie Scott: The Future of Giving?
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Dec 06, 2021 |
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Ep 57 – Prince: Planning for Intellectual Property With Matthew Erskine
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Nov 22, 2021 |
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Ep 56 – Elon Musk’s Charitable Limits With John Pantekidis
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Nov 08, 2021 |
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Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman
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Oct 25, 2021 |
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Ep 54 – James Brown: Philanthropy After Death With Robert Strauss
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Oct 11, 2021 |
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Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson
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Aug 30, 2021 |
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Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman
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Aug 09, 2021 |
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Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer
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Jun 28, 2021 |
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Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler
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Jun 07, 2021 |
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Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith
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May 24, 2021 |
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Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue
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Apr 26, 2021 |
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Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten
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Apr 12, 2021 |
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Ep 46 – Advising Entertainment Industry Clients
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Mar 22, 2021 |
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Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman
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Mar 08, 2021 |
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Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin
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Feb 22, 2021 |
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Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer
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Feb 01, 2021 |
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Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher
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Jan 18, 2021 |
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Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman
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Dec 28, 2020 |
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Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner
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Dec 14, 2020 |
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Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin
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Nov 30, 2020 |
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Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
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Nov 16, 2020 |
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Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman
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Nov 02, 2020 |
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Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
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Oct 19, 2020 |
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Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
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Oct 05, 2020 |
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Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
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Sep 21, 2020 |
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Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
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Sep 07, 2020 |
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Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
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Aug 24, 2020 |
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Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
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Aug 10, 2020 |
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Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
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Jul 27, 2020 |
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Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
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Jul 13, 2020 |
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Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
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Jun 29, 2020 |
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Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)
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Jun 15, 2020 |
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Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue
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Jun 01, 2020 |
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Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan
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May 19, 2020 |
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Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua
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May 11, 2020 |
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Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro
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Apr 27, 2020 |
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Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley
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Apr 13, 2020 |
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Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro
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Mar 30, 2020 |
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Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner
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Mar 16, 2020 |
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Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
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Mar 02, 2020 |
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Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen
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Feb 16, 2020 |
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Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
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Feb 03, 2020 |
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Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua
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Jan 21, 2020 |
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Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin
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Jan 06, 2020 |
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Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard
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Dec 13, 2019 |
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Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
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Dec 02, 2019 |
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Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
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Nov 18, 2019 |
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Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
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Nov 04, 2019 |
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Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
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Oct 31, 2019 |
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Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity
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Oct 21, 2019 |
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Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
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Oct 07, 2019 |
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Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua
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Sep 23, 2019 |
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Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFA
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Aug 27, 2019 |
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Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman
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Jul 25, 2019 |
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Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD
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Jul 17, 2019 |
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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
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Jun 19, 2019 |
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Dead Celebrity Ep 2 – Robin Williams Planned It Right — With Guest Avi Kestenbaum
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Jun 05, 2019 |
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Dead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim Dougherty
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May 31, 2019 |