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

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

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

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,

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

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

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

Are your clients thinking about investing in wine? Wine is a true portfolio diversifier, but there are a few things your clients should know first. In this episode, David Lenok, senior editor at Weal

Collectibles have different values depending on who collected them, who owns them, and who wants them. In this episode, David Lenok, senior editor at WealthManagement.com, talks again with Sarah McDa

The millennial generation is simultaneously the most talked about, sought after, and yet curiously underserved demographic in the financial planning industry. In this episode, David Lenok, senior editor at WealthManagement.com,