34:01
Ep 22 - Steve Jobs: Dying with Digital Assets with Karin Prangley
WealthManagement Informa
30:14
Dead Celebrity - Episode 1 - The Bizarre Story of Casey Kasem — With Guest Jim Dougherty
20:00
Dead Celebrity - Episode 2 - Robin Williams Planned It Right — With Guest Avi Kestenbaum
20:06
Dead Celebrity - Episode 3 - Will Your Pets Become Heirs? Karl Lagerfeld — With Guest Megan Gorman
27:00
Dead Celebrity - Episode 4 - Joan Crawford’s Decision to Exclude Children From Her Estate
28:48
Dead Celebrity Ep 7 - Adam “MCA” Yauch: How to work with strong-willed clients
28:24
Dead Celebrity Ep 13 - Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
28:22
Dead Celebrity - Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts
24:43
Dead Celebrity - Ep 9 - Marlon Brando: Loss of Capacity
20:32
Dead Celebrity - Ep 10 - Robin Williams Planned It Right — With Guest Avi Kestenbaum
26:40
Dead Celebrity Ep 6 - Women and their Finances: Gloria Vanderbilt — With Guest Michelle Smith, CDFA
Dead Celebrity Ep 15 - Picasso: The Taxman Cometh — With Sarah McDaniel, CFA
20:21
Dead Celebrity - Ep 12 - Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal
24:45
Dead Celebrity Ep 11 - Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister
26:09
Dead Celebrity Ep 15 - Jerry Weintraub: Estate Planning for Polyamorous Clients — With Kim Kamin
24:29
Dead Celebrity Ep 16 - Robert Mugabe: Help Your Clients Face their Estate-Planning Fears
29:10
Dead Celebrity Ep 17 - Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey
30:11
Dead Celebrity Ep 18 - Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation
27:45
Dead Celebrity Ep 19 - Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance
29:38
Ep 21 - Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud
30:26
Ep 20 - The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill
25:18
Dead Celebrity - Episode 5 - Tom Petty — With Returning Guest Megan Gorman
28:42
Celebrity Estates Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro
24:42
Ep 24 - Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua
31:51
Ep 25 - Prince: Nothing Compares 2 Having a Proper Estate Plan
36:32
Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue
33:21
Ep 27 - Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)
36:42
Ep 28 - Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles
33:44
Ep 29 - Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One
40:11
Ep 30 - Kenny Rogers: Knowing When to Hold 'Em (Top Prenup Tips for Advisors)
36:28
Ep 31 - Death, Taxes, and Elvis Presley — With Paige Goepfert
24:53
Ep 32-Jackie O:How the Underrated CLAT Can Help Wealthy Clients' Heirs Save on Taxes–With Carl Fiore
25:01
Ep 33 - Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered
30:47
Ep 34 - Luke Perry: Replenishing the Earth in a Mushroom Suit
19:33
Ep 35 - Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis
26:22
Ep 36 - Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen
23:15
Ep 37 - Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse
34:19
Ep 38 - Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles
19:53
Ep 39 - Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients
24:25
Ep 40 - Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner
30:09
Ep 41 - Philip Seymour Hoffman - Don’t Delay When It Comes To Your Estate Plan - With Megan Gorman
21:31
Ep 42 - Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher
29:31
Ep 43 - Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer
27:20
Ep 44 - Chuck Berry: Be Intentional When It Comes To Taxes - with guest Damien Martin
Ep 45 - Larry King: Get Your Financial House In Order –– With Megan Gorman
23:04
Ep 46 - Managing Finances When the Flow of Income is Inconsistent –– With Jeff Fishman
32:37
Ep 47 - Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten
26:28
Ep 48 - Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue
36:55
49. Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith
29:00
Ep 50 - Warren Buffett - What Is Your Subconscious Relationship With Money? With Rick Kahler
25:58
Ep 51 - Preserving Your Inherited Collectibles with Barbara Archer
26:57
52. Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman
23:26
Ep 53 - The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson
30:22
Ep 54 - James Brown: Philanthropy After Death With Robert Strauss
31:25
Ep 55 - Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman
29:06
Ep 56 - Elon Musk's Charitable Limits With John Pantekidis
34:51
Ep 57 - Prince: Planning for Intellectual Property With Matthew Erskine
32:03
Ep 58 - MacKenzie Scott: The Future of Giving?
30:28
Ep 59 - Philip Seymour Hoffman - Don’t Delay When It Comes To Your Estate Plan - With Megan Gorman
29:45
Ep 60 - Audrey Hepburn: When Secrets Destroy A Family
27:43
61. DMX: Sorting Inheritance Amongst Family
27:24
62. Aristotle Onassis: The Impact of International Asset Planning
37:03
63. Jay Leno: Planning for Classic Car Collections
27:17
Pat Bowlen: Creating An Estate Plan Before Being Forced Out
26:37
65. David Bowie: The Financial Side Of A Music Catalog
31:31
66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills
38:57
67. Russia And Ukraine: The Benefits Of Alternative Citizenship
30:30
68. Conrad Hilton and Advising First Generation Wealth Creators
25:39
69. Vince McMahon Sr. and the Evolution Of Generational Values
36:35
Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset (Ep.70)
30:19
Celebrity Estates: Whitney Houston and Adding Age Provisions For Young Beneficiaries (Ep. 71)
27:55
Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations (Ep.72)
26:59
REPLAY! Celebrity Estates Podcast David Bowie: The Financial Side Of A Music Catalog (Ep. 73)
27:40
REPLAY! Celebrity Estates: Pat Bowlen: Creating An Estate Plan Before Being Forced Out (Ep. 74)
29:42
Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate
38:08
Celebrity Estates: Succession Planning Lessons From The British Royal Family
28:01
Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth
35:17
Celebrity Estates: Lisa Marie Presley and Estate Litigation
32:20
Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners
53:08
Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning
39:28
Celebrity Estates Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson
25:40
Celebrity Estates: Bob Barker and Leaving a Charitable Legacy
REPLAY: Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth
53:35
REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning
39:01
Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance
26:12
Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning
44:10
Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth
26:48
Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning
25:34
Celebrity Estates: Shannen Doherty and The Importance of Timely Planning
24:31
Celebrity Estates: John Amos and Warning Signs of Elder Abuse in Estate Planning
41:41
Celebrity Estates: Jim Thorpe, Native Americans, and the Land Back Movement
