Celebrity Estates: Wills of the Rich and Famous
Latest Episodes
Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin
Today, David Lenok, senior editor at WealthManagement.com, is joined by Amanda Koplin, LPC, a mental health entrepreneur who is the founder and CEO of Koplin Consulting. This episode focuses on legendary comedic actor Robin Williams’ tragic suicide and...
Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
In this episode, David Lenok, senior editor at WealthManagement.com, is joined by James Bertles, managing director at Tiedemann Advisors and head of the firms Palm Beach office. Todays celebrity exa
Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman
In this episode, David Lenok, senior editor at WealthManagement.com, speaks with returning guest Megan Gorman of Chequers Financial Management. The celebrity examples in this episode are Ric Ocasek a
Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Vivian Lee Thoreen of Holland & Knight. The celebrity example in this episode is Richard Pryor, an American ac
Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua
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 episod
Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit
In this episode, David Lenok, senior editor at WealthManagement.com, is joined again by Megan Gorman, founder of Chequers Financial Management, to discuss the perfection that was Luke Perrys estate a
Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
When you realize your client is living beyond their means and creating nothing but headaches for the executor of their estate, how can you help? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Mark Brandenburg,
Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore
Are your clients charitably inclined, but also want to provide for their heirs? There may be a way to do both, while saving on taxes. In this episode, David Lenok, senior editor at WealthManagement.c
Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert
You work hard for your money, so dont let the government take it all when you die. This is exactly what happened to one of the most significant cultural icons of the 20th century, Elvis Presley. In
Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)
Most people believe their marriages will last forever. But whether their marriage endures or ends, its in your clients best interests to have a prenuptial agreement especially if the split isnt
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