The loss of capacity is a very real threat to all clients, particularly those who are getting older. If your client were to show signs of cognitive impairment, would you know how to proceed with their estate planning? In this episode, David Lenok,

Sponsored By: FS Investments When celebrities with trusts pass away, we may never learn the full details of their estates. And that’s largely the point. But the benefits of using a trust don’t stop at privacy. In this episode, David Lenok,

Sponsored By: FS Investments Do you have co-owned assets, similar to how the three members of Beastie Boys co-own their music? In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Jacqueline Bevilaqua,

A massive demographic shift is underway for women with money. As an advisor, are you equipped to help women take control of their finances?  In this episode, David Lenok, senior editor at WealthManagement.com, speaks with Michelle Smith,

When you’re creating or updating your estate planning documents, using clear language takes on a whole new level of importance. Your carefully crafted language can ensure that your wishes leave no room for interpretation.   In this episode,

Too many times we allow our emotions to get the better of us, leading us to make unfair or judgmental decisions. Will you use your estate plan to punish your heirs? Or will you choose to resolve issues before it’s too late? In this episode,

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.

You can have everything planned out, accounted for, and your family members will still find something to fight over once you are gone. In this episode of Dead Celebrity, by Informa WealthManagement.com, David Lenok and Avi Kestenbaum discuss the estate...

Are you that person who thinks, “I don’t need to do that paperwork today. It can wait”?  Do you think it’s unnecessary to plan out your final wishes and make sure your estate plan is in order? In this