All Episodes

Celebrity Estates: Lessons From Matthew Perry’s Well-Planned Estate

Celebrity Estates: Cross-Border Estate Planning Lessons with Martin Behn

Celebrity Estates: Rethinking Estate Planning for the Childfree with Dr. Jay Zigmont

Celebrity Estates: Lessons from Rob Reiner’s Estate

Celebrity Estates: Philanthropy, Legacy and Family Wealth with Philip Richter

Celebrity Estates: When Inheritance Hurts More Than It Helps with Don D. Ford III

Celebrity Estates: The Estate Lessons Behind Jean-Michel Basquiat with Doug Woodham

Celebrity Estates: The Lessons Behind Gene Hackman’s Estate with Victoria Gray

Celebrity Estates: The John Amos Estate Dispute with Michael Napoleone

Celebrity Estates: Updating Estate Plans Through Life’s Milestones

Celebrity Estates: Giorgio Armani’s $12B Legacy and Succession Plan

Celebrity Estates: Legacy Lessons from Ozzy Osbourne

Celebrity Estates: Blended Families, Disclaimers, and Hulk Hogan’s $25 Million Estate

Celebrity Estates: George Foreman and Legacy Planning

Celebrity Estates: Lessons from Leonard Lauder’s Art Legacy with Oliver Pursche

Celebrity Estates: The Art of Celebrity Auctions with Victoria Gray

Celebrity Estates: First-Generation Wealth with George Stefanou

Celebrity Estates: How Bob Marley’s Estate Took 30 Years to Settle

Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Celebrity Estates: All the President’s Money with Megan Gorman

Celebrity Estates: Jim Thorpe, Native Americans, and the Land Back Movement

Celebrity Estates: John Amos and Warning Signs of Elder Abuse in Estate Planning

Celebrity Estates: Shannen Doherty and The Importance of Timely Planning

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

Celebrity Estates: Steve Lockshin on Len Bias and NIL Deals in Estate Planning

Celebrity Estates: The National Football League and Lessons on Family Dynamics and Governance

REPLAY! Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

REPLAY! Celebrity Estates: Julia Fox and Why Millenials Focus Less on Material Wealth

Celebrity Estates: Bob Barker and Leaving a Charitable Legacy

Celebrity Estates: Celebrity Tax Planning Adventures with Jim Henson and Michael Jackson

Celebrity Estates: King Charles III and How International Heirs Impact Tax Planning

Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners

Celebrity Estates: Lisa Marie Presley and Estate Litigation

Celebrity Estates: Julia Fox and Why Millennials Focus Less on Material Wealth

Celebrity Estates: Succession Planning Lessons From The British Royal Family

Celebrity Estates: Anne Heche and the Roles of Trustees and Administrators in an Estate

REPLAY! Celebrity Estates Podcast: Pat Bowlen: Creating An Estate Plan Before Being Forced Out (Ep. 74)

REPLAY! Celebrity Estates Podcast David Bowie: The Financial Side Of A Music Catalog (Ep. 73)

Celebrity Estates: Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations (Ep.72)

Celebrity Estates: Whitney Houston and Adding Age Provisions For Young Beneficiaries (Ep. 71)

Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset (Ep.70)

69. Vince McMahon Sr. and the Evolution Of Generational Values

68. Conrad Hilton and Advising First Generation Wealth Creators

67. Russia And Ukraine: The Benefits Of Alternative Citizenship

66. Michael Nesmith, The Monkees and The Legality Of Holographic Wills

65. David Bowie: The Financial Side Of A Music Catalog

64. Pat Bowlen: Creating An Estate Plan Before Being Forced Out

63. Jay Leno: Planning for Classic Car Collections

62. Aristotle Onassis: The Impact of International Asset Planning

61. DMX: Planning For Blended Families

Ep 60 – Audrey Hepburn: When Secrets Destroy A Family

Ep 59 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman

Ep 58 – MacKenzie Scott: The Future of Giving?

Ep 57 – Prince: Planning for Intellectual Property With Matthew Erskine

Ep 56 – Elon Musk’s Charitable Limits With John Pantekidis

Ep 55 – Britney Spears: How The Jump Conservatorship Skips Estate Planning With Megan Gorman

Ep 54 – James Brown: Philanthropy After Death With Robert Strauss

Ep 53 – The Information About Special Needs Trusts Everyone Needs To Hear With Gina Nelson

Ep 52 – Peter Bing: How Incorrect Terminology in an Estate Plan Can Cause Total Chaos With Megan Gorman

Ep 51 – Preserving Your Inherited Collectibles with Barbara Archer

Ep 50 – Warren Buffett – What Is Your Subconscious Relationship With Money? With Rick Kahler

Ep 49 – Clare Bronfman: Building Generational Wealth that Matters With Dan Griffith

Ep 48 – Hugh Hefner: Plan it and Communicate it –– With Robert Wermuth and Kevin Donohue

Ep 47 – Aretha Franklin: Loose Ends Can Unravel Your Estate –– With Alex Weingarten

Ep 46 – Advising Entertainment Industry Clients

Ep 45 – Larry King: Get Your Financial House In Order –– With Megan Gorman

Ep 44 – Chuck Berry: Be Intentional When It Comes To Taxes – with guest Damien Martin

Ep 43 – Audrey Hepburn: When Secrets Destroy A Family–– With Dr. Denise Federer

Ep 42 – Jack Cassidy: Loose Ends Can Unravel Your Estate –– With Christopher Melcher

Ep 41 – Philip Seymour Hoffman – Don’t Delay When It Comes To Your Estate Plan – With Megan Gorman

Ep 40 – Michael Jackson: Creating A Thriller of An Estate Plan –– With Brian Weiner

Ep 39 – Robin Williams: How To Spot the Warning Signs of Suicide in Your Clients –– With Amanda Koplin

Ep 38 – Tom Carvel: Why Having Too Many Executors Can Melt an Estate –– With James Bertles

Ep 37 – Ric Ocasek & Paulina Porizkova: What To Do If Your Client Wants To Disinherit Their Spouse –– With Megan Gorman

Ep 36 – Richard Pryor: Don’t Miss the Signs of Elder Abuse –– With Vivian Lee Thoreen

Ep 35 – Chadwick Boseman: Estate Planning Essentials for Clients With a Diagnosis –– With Jacqueline Bevilaqua

Ep 34 – Luke Perry: Replenishing the Earth in a Mushroom Suit

Ep 33 – Sammy Davis Jr: An Insolvent Estate Is Not How You Want To Be Remembered

Ep 32 – Jackie O: How the Underrated CLAT Can Help Wealthy Clients’ Heirs Save on Taxes –– With Carl Fiore

Ep 31 – Death, Taxes, and Elvis Presley — With Paige Goepfert

Ep 30 – Kenny Rogers: Knowing When to Hold ‘Em (Top Prenup Tips for Advisors)

Ep 29 – Arnold Palmer: Investing in Wine Could Be Your Clients’ Hole in One

Ep 28 – Debbie Reynolds, Carrie Fisher, and Billie Lourd: Estate Planning for Collectibles

Ep 27 – Amy Winehouse: Reasons to Work With Millennial Clients (And How to Get Started)

Episode 26: How to Make Your Family Business Last –– With Mitzi Perdue

Ep 25 – Prince: Nothing Compares 2 Having a Proper Estate Plan

Ep 24 – Albert C. Barnes: Wills of the Rich and Famous –– With Jacqueline Bevilaqua

Ep 23- George Steinbrenner and the Value of Flexibility –– With Amy Castoro

Ep 22 – Steve Jobs: Dying with Digital Assets with Karin Prangley

Ep 21 – Aaron Spelling: Help Wealthy Parents Nip Their Children’s Affluenza in the Bud –– With Amy Castoro

Ep 20 – The Wrigley Family: Help Your Clients Avoiding Passing on an Estate Tax Bill — With Scott Steiner

Dead Celebrity Ep 19 – Yul Brynner: Renouncing U.S. Citizenship — With David Lesperance

Dead Celebrity Ep 18 – Mickey Rooney: Elder Abuse and Preventing Post-Death Litigation — With Vivian Lee Thoreen

Dead Celebrity Ep 17 – Elizabeth Taylor: Going Deep With Your Philanthropy — With Bruce DeBoskey

Dead Celebrity Ep 16 – Robert Mugabe: Help Your Clients Face their Estate-Planning Fears — With Jacqueline Bevilaqua

Dead Celebrity Ep 15—Jerry Weintraub: Modern Polyamory—With Kim Kamin

Dead Celebrity – Ep 14 – Rockefeller: Help Your Snowbirds Dodge Tax Pitfalls — With Daniel Bernard

Dead Celebrity Ep 13 – Picasso: The Taxman Cometh — With Sarah McDaniel, CFA

Dead Celebrity – Ep 12 – Jerry Buss: Make Succession Planning a Slam Dunk — With Sonya Mughal

Dead Celebrity Ep 11 – Liberace: Planning for LGBTQ Clients — With Bruce Hoffmeister

Dead Celebrity Ep 10 – Robin Williams Planned It Right — With Guest Avi Kestenbaum

Dead Celebrity Ep 9 – Marlon Brando: Loss of Capacity

Dead Celebrity Ep 8 – Anthony Bourdain, Aretha Franklin and the Basics of Trusts

Dead Celebrity Ep 7 – Adam “MCA” Yauch: How to work with strong-willed clients — With Guest Jacqueline Bevilaqua

Dead Celebrity Ep 6 – Women and their Finances: Gloria Vanderbilt  — With Guest Michelle Smith, CDFA

Dead Celebrity Ep 5 – Tom Petty’s Children and a Second Marriage — With Returning Guest Megan Gorman

Dead Celebrity Ep 4 – Joan Crawford’s Decision to Exclude Children From Her Estate — With Guest Dr. Stanley Teitelbaum, PsyD

Dead Celebrity Ep 3 – Will Your Pets Become Heirs? A Look at Karl Lagerfeld and His Cat — With Guest Megan Gorman

Dead Celebrity Ep 2 –  Robin Williams Planned It Right — With Guest Avi Kestenbaum

Dead Celebrity Ep 1 – The Bizarre Story of Casey Kasem — With Guest Jim Dougherty