Celebrity Estates: Wills of the Rich and Famous
Celebrity Estates: Wills of the Rich and Famous

Celebrity Estates: Wills of the Rich and Famous

WealthManagement.Com

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Episodes

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Welcome to the Celebrity Estates podcast. In this podcast we break down high profile celebrity estate planning cases for advisors and their clients. Most celebrity estate catastrophes are based on the same issues that everyday people face, just with the volume turned up. Our goal is to identify and extract the individual estate planning issues that lie at the heart of each story. We then discuss what advisors should expect and how to avoid common pitfalls.

Recent Episodes

Celebrity Estates: When Inheritance Hurts More Than It Helps with Don D. Ford III
DEC 16, 2025
Celebrity Estates: When Inheritance Hurts More Than It Helps with Don D. Ford III
<p><span style="font-weight: 400;">Money passed down with good intentions can still create conflict, confusion and long-lasting family tension.</span></p> <p><span style="font-weight: 400;">In this episode of Celebrity Estates, estate planning attorney Don D. Ford III joins the show to examine why more high-net-worth families are choosing to limit inheritances, not out of neglect, but out of concern for the long-term health of their family relationships. The discussion centers on how silence, assumptions and sudden wealth transfers can trigger conflict.</span></p> <p><span style="font-weight: 400;">Don shares how unequal planning, lack of preparation and delayed conversations frequently lead to disputes between siblings. He also shares real examples showing how family meetings, philanthropy and thoughtful trust structures can reduce confusion and set clearer expectations.</span></p> <p><span style="font-weight: 400;">Join Senior Editor David Lenok and Don Ford, managing partner at Ford + Bergner, as they unpack the estate planning lessons behind inheritance decisions that are meant to protect families, not divide them.</span></p> <p><span style="font-weight: 400;">Key takeaways:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why sudden wealth transfers often strain sibling relationships, and how early conversations can reduce resentment</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How family meetings help define shared values, expectations and long-term intentions around money</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The difference between equal treatment and fair treatment among children with different abilities</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Ways philanthropy can unite heirs and create shared purpose beyond personal inheritance</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why silence around estate plans often leads to confusion, conflict and costly disputes</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to </span><a href="https://www.wealthmanagement.com/program/celebrity-estates"><span style="font-weight: 400;">Celebrity Estates on WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://podcasts.apple.com/ca/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736"><span style="font-weight: 400;">Celebrity Estates on Apple Podcasts</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://open.spotify.com/show/2tTjOQRtHIqSUoY6K4GwMS"><span style="font-weight: 400;">Celebrity Estates on Spotify</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://subscriptions.wealthmanagement.com/?p=TPDCST"><span style="font-weight: 400;">Trust and Estates Magazine</span></a></li> </ul> <p><b>Connect With David Lenok:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/david-lenok-a481432a/"><span style="font-weight: 400;">LinkedIn: David Lenok</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li> </ul> <p><b>Connect With Don Ford:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.fordbergner.com/"><span style="font-weight: 400;">Website: Ford + Bergner LLP</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/ford-bergner-llp/"><span style="font-weight: 400;">LinkedIn: Ford + Bergner LLP</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/don-d-ford-iii-0376595/"><span style="font-weight: 400;">LinkedIn: Don D. Ford</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Email: </span><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Don D. Ford is the managing partner of Ford + Bergner, an estate planning and probate law firm with offices in Houston, Dallas, and Austin. His practice focuses on guiding families through complex estate planning, probate administration, and guardianship matters, particularly for high-net-worth households. Board-certified in estate planning and probate law by the Texas Board of Legal Specialization, Don is also trained in mediation and has served on the state guardianship certification board, where he helped shape policy and oversight for professional guardians.</span></p>
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36 MIN
Celebrity Estates: The Estate Lessons Behind Jean-Michel Basquiat with Doug Woodham
NOV 26, 2025
Celebrity Estates: The Estate Lessons Behind Jean-Michel Basquiat with Doug Woodham
<p><span style="font-weight: 400;">Stories about legacy often reveal more than the moments that made someone known. </span></p> <p><span style="font-weight: 400;">In this episode of Celebrity Estates, author and advisor Doug Woodham joins the show to explore how Jean-Michel Basquiat’s unexpected passing set off a chain of estate challenges tied to illiquid assets, sudden value changes and family decisions.</span></p> <p><span style="font-weight: 400;">Doug explains how the absence of a will, a large collection of artwork and a fast-rising market created valuation hurdles, tax pressure and liquidity strain. He also shares how disputes, incomplete records and shifting asset values shaped the long-term direction of the estate.</span></p> <p><span style="font-weight: 400;">Join Senior Editor David Lenok and Doug Woodham, managing partner at Art Fiduciary Advisors, as they break down the estate lessons behind one of the most unusual art legacies in recent history.</span></p> <p><span style="font-weight: 400;">Key takeaways include:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Illiquid assets, volatile markets and rapid posthumous value growth</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Blockage discounts and how large holdings of one artist complicate valuations</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Family dynamics, estranged parents and unexpected inheritance patterns</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">IRS disputes, liquidity strain and complex tax negotiations</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How Basquiat&#8217;s sisters eventually managed a growing licensing business</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to </span><a href="https://www.wealthmanagement.com/program/celebrity-estates"><span style="font-weight: 400;">Celebrity Estates on WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://podcasts.apple.com/ca/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736"><span style="font-weight: 400;">Celebrity Estates on Apple Podcasts</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://open.spotify.com/show/2tTjOQRtHIqSUoY6K4GwMS"><span style="font-weight: 400;">Celebrity Estates on Spotify</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://subscriptions.wealthmanagement.com/?p=TPDCST"><span style="font-weight: 400;">Trust and Estates Magazine</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.amazon.com/Jean-Michel-Basquiat-Making-Doug-Woodham/dp/0500030693"><span style="font-weight: 400;">Book: Jean-­Michel Basquiat: The Making of an Icon by Doug Woodham</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.amazon.com/Art-Collecting-Today-Insights-Passionate/dp/1621535738"><span style="font-weight: 400;">Book: Art Collecting Today: Market Insights for Everyone Passionate about Art by Doug Woodham</span></a></li> </ul> <p><b>Connect With David Lenok:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/david-lenok-a481432a/"><span style="font-weight: 400;">LinkedIn: David Lenok</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li> </ul> <p><b>Connect With Doug Woodham:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://dougwoodham.com/"><span style="font-weight: 400;">Website: Doug Woodham</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/art-fiduciary-advisors/"><span style="font-weight: 400;">LinkedIn: Art Fiduciary Advisors</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/dougwoodham/"><span style="font-weight: 400;">LinkedIn: Doug Woodham</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Doug Woodham is Managing Partner of Art Fiduciary Advisors and the former President of the Americas for Christie’s, the international auction house. Earlier in his career, he was a partner at McKinsey &amp; Company, advising asset management and wealth management firms across the U.S., Europe, and Asia. He holds a Ph.D. in economics from the University of Michigan and is the author of Jean-Michel Basquiat: The Making of an Icon (Thames &amp; Hudson; 2025) and Art Collecting Today: Market Insights for Everyone Passionate About Art (Allworth Press, 2017).</span></p>
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33 MIN
Celebrity Estates: The Lessons Behind Gene Hackman’s Estate with Victoria Gray
NOV 10, 2025
Celebrity Estates: The Lessons Behind Gene Hackman’s Estate with Victoria Gray
<p><span style="font-weight: 400;">On this episode of the Celebrity Estates podcast, Victoria Gray, founder and principal of Insight Art &amp; Collectibles Advisory, once again joins </span><i><span style="font-weight: 400;">WealthManagement.com</span></i><span style="font-weight: 400;"> Senior Editor David Lenok to examine the tragic and complex estate of actor Gene Hackman, a case where timing, trust gaps and estranged heirs collided.</span></p> <p><span style="font-weight: 400;">From an $80 million fortune and a decades-old will to simultaneous death rules and charitable trusts, Victoria unpacks how not regularly updating the estate plan shaped the outcome. Drawing on her years advising fiduciaries and families, she explains why ongoing estate reviews, succession planning and clear documentation are critical to preserving both wealth and intent.</span></p> <p><span style="font-weight: 400;">Key Takeaways:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The impact of failing to update an estate plan for nearly two decades</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How simultaneous death laws can complicate estate distribution</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The role of trusts in preventing intestacy and potential family disputes</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The importance of successor trustees and contingency planning</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How art, memorabilia and even Oscars factor into estate valuations.</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to </span><a href="https://www.wealthmanagement.com/program/celebrity-estates"><span style="font-weight: 400;">Celebrity Estates on WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://podcasts.apple.com/ca/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736"><span style="font-weight: 400;">Celebrity Estates on Apple Podcasts</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://open.spotify.com/show/2tTjOQRtHIqSUoY6K4GwMS"><span style="font-weight: 400;">Celebrity Estates on Spotify</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://subscriptions.wealthmanagement.com/?p=TPDCST"><span style="font-weight: 400;">Trust and Estates Magazine</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/estate-planning/celebrity-estates-the-art-of-celebrity-auctions-with-victoria-gray"><span style="font-weight: 400;">Celebrity Estates: The Art of Celebrity Auctions with Victoria Gray</span></a></li> </ul> <p><b>Connect With David Lenok:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/david-lenok-a481432a/"><span style="font-weight: 400;">LinkedIn: David Lenok</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li> </ul> <p><b>Connect With Victoria Gray:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://insightartadvisory.com/"><span style="font-weight: 400;">Website: Insight Art &amp; Collectibles Advisory</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/insight-art-advisory/"><span style="font-weight: 400;">LinkedIn: Insight Art &amp; Collectibles Advisory</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/victoria-gray-3612a05/"><span style="font-weight: 400;">LinkedIn: Victoria Gray</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Victoria Gray is one of the art market’s most trusted and accomplished insiders, bringing more than two decades of high-stakes experience to the sale and stewardship of the world’s most coveted tangible assets. As the Founder of Insight Art &amp; Collectibles Advisory, she serves a global clientele navigating the complexities of selling fine art, jewelry, watches, wine, classic cars, and other collectible property, ensuring every transaction is executed flawlessly, strategically, and to maximum advantage.</span></p> <p><span style="font-weight: 400;">Before launching Insight, Victoria spent over 20 years at Bonhams, one of the world’s oldest and most prestigious auction houses, rising to Deputy Chairman of North America, while starting her career at Sotheby’s, a leading global auction house.</span></p> <p><span style="font-weight: 400;">During her tenure, she served as Senior Vice President, Managing Director of the Valuations, Trusts &amp; Estates Department, and Head of Office for Bonhams San Francisco. She also built and led Bonhams’ Trusts &amp; Estates presence in New York, forging deep relationships with elite trust &amp; estate attorneys, fiduciaries, wealth managers, and family offices nationwide.</span></p>
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29 MIN
Celebrity Estates: The John Amos Estate Dispute with Michael Napoleone
OCT 27, 2025
Celebrity Estates: The John Amos Estate Dispute with Michael Napoleone
<p><span style="font-weight: 400;">Family drama doesn’t end when the spotlight fades.</span></p> <p><span style="font-weight: 400;">On this episode of the </span><i><span style="font-weight: 400;">Celebrity Estates </span></i><span style="font-weight: 400;">podcast, litigator Michael Napoleone joins </span><a href="http://wealthmanagement.com"><i><span style="font-weight: 400;">Wealthmanagement.com</span></i></a><span style="font-weight: 400;"> Senior Editor David Lenok to unpack the bitter dispute over actor John Amos’s estate, and what it reveals about aging, trust and family dynamics.</span></p> <p><span style="font-weight: 400;">From allegations of elder abuse and undue influence to sibling rivalries turned legal battles, Michael shares what really happens when communication and transparency break down. Drawing on years in the courtroom, he explains why longer lifespans, cognitive decline and blended families are fueling a rise in inheritance disputes — and how proactive planning can protect both wealth and relationships.</span></p> <p><span style="font-weight: 400;">Key Takeaways:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why family disputes over caregiving and inheritance are rising as people live longer and cognitive decline increases</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How isolation, blended families and uneven caregiving fuel mistrust and legal challenges</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The difference between exploitation claims (while alive) and undue influence claims (after death)</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The crucial role of fiduciaries and when a neutral party may prevent emotional and financial fallout</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why clear communication about estate intentions can prevent surprise, resentment, and years of litigation</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to </span><a href="https://www.wealthmanagement.com/program/celebrity-estates"><span style="font-weight: 400;">Celebrity Estates on WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://podcasts.apple.com/ca/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736"><span style="font-weight: 400;">Celebrity Estates on Apple Podcasts</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://open.spotify.com/show/2tTjOQRtHIqSUoY6K4GwMS"><span style="font-weight: 400;">Celebrity Estates on Spotify</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://subscriptions.wealthmanagement.com/?p=TPDCST"><span style="font-weight: 400;">Trust and Estates Magazine</span></a></li> </ul> <p><b>Connect With David Lenok:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/david-lenok-a481432a/"><span style="font-weight: 400;">LinkedIn: David Lenok</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li> </ul> <p><b>Connect With Michael Napoleone:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.daypitney.com/"><span style="font-weight: 400;">Day Pitney, LLP</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/day-pitney-llp/"><span style="font-weight: 400;">LinkedIn: Day Pitney, LLP</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/mjnapoleone/"><span style="font-weight: 400;">LinkedIn: Michael Napoleone</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Michael Napoleone is a seasoned litigator with a proven track record of success representing businesses, individuals, and fiduciaries in complex, high-stakes disputes. He has litigated a wide array of matters, including theft of trade secrets, corporate shareholder disputes, contested wills and trusts, claims of fiduciary misconduct, land use conflicts, and high-value real estate litigation. His extensive courtroom experience spans jury trials, bench trials, appeals, and alternative dispute resolution forums such as arbitration and mediation.</span></p> <p><span style="font-weight: 400;">Known for his strategic approach and persuasive advocacy, Michael is regularly called upon to handle cases where the outcome is critical and the legal issues are complex. His clients rely on him not only for his legal acumen but also for his ability to navigate sensitive, high-conflict situations with clarity and confidence.</span></p> <p><span style="font-weight: 400;">In addition to his legal practice, Michael has held many leadership roles within the legal profession and local government. He is a past president of the Palm Beach County Bar Association and served on the Executive Board of the Palm Beach County Early Learning Coalition. He currently serves as the elected Mayor of the Village of Wellington, Second Vice President of the Palm Beach County League of Cities, and on the Executive Board of the Palm Beach County Transportation Planning Agency &#8211; positions that reflect his dedication to public service and his deep understanding of governmental and regulatory systems.</span></p> <p><span style="font-weight: 400;">Michael&#8217;s dual background as a skilled courtroom advocate and respected civic leader makes him a trusted advisor in both legal and policy arenas.</span></p>
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22 MIN
Celebrity Estates: Updating Estate Plans Through Life’s Milestones
OCT 20, 2025
Celebrity Estates: Updating Estate Plans Through Life’s Milestones
<p><span style="font-weight: 400;">Life changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a lifelong practice that evolves alongside major milestones.</span></p> <p><span style="font-weight: 400;">Matthew walks through key life events from marriage and divorce to relocation and retirement and shares how each can reshape a client’s estate strategy. Drawing from years of experience, he highlights how small updates, communication and awareness of changes in the law can prevent major family disputes.</span></p> <p><span style="font-weight: 400;">Join Senior Editor David Lenok and Matthew Erskine, ower of The Erksine Company, as they discuss how to keep estate plans living, relevant and aligned with every stage of life.</span></p> <p><span style="font-weight: 400;">David and Matthew discuss:</span></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why every major life event, from marriage to relocation, should trigger a review of your estate plan</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The importance of communication between family members to avoid future conflicts</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">How to handle estate planning for beneficiaries facing personal challenges</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The impact of tax and law changes on existing estate documents</span></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Why advisors should treat estate plans as “living documents” and revisit them annually</span></li> </ul> <p><b>Resources:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Listen to </span><a href="https://www.wealthmanagement.com/program/celebrity-estates"><span style="font-weight: 400;">Celebrity Estates on WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://podcasts.apple.com/ca/podcast/celebrity-estates-wills-of-the-rich-and-famous/id1466224736"><span style="font-weight: 400;">Celebrity Estates on Apple Podcasts</span></a></li> <li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Subscribe and listen to </span><a href="https://open.spotify.com/show/2tTjOQRtHIqSUoY6K4GwMS"><span style="font-weight: 400;">Celebrity Estates on Spotify</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://subscriptions.wealthmanagement.com/?p=TPDCST"><span style="font-weight: 400;">Trust and Estates Magazine</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/estate-planning/estate-plan-update-checklist"><span style="font-weight: 400;">Estate Plan Update Checklist by Matthew Erskine</span></a></li> </ul> <p><b>Connect With David Lenok:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="mailto:[email protected]"><span style="font-weight: 400;">[email protected]</span></a><span style="font-weight: 400;"> </span></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.wealthmanagement.com/"><span style="font-weight: 400;">WealthManagement.com</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/david-lenok-a481432a/"><span style="font-weight: 400;">LinkedIn: David Lenok</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/informa/"><span style="font-weight: 400;">LinkedIn: Informa</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://bit.ly/WealthManagementLI"><span style="font-weight: 400;">LinkedIn: WealthManagement</span></a></li> </ul> <p><b>Connect With Matthew Erskine:</b></p> <ul> <li style="font-weight: 400;" aria-level="1"><a href="https://www.erskineanderskine.com/"><span style="font-weight: 400;">Erskine &amp; Erskine</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/company/the-erskine-company/"><span style="font-weight: 400;">LinkedIn: The Erskine Company</span></a></li> <li style="font-weight: 400;" aria-level="1"><a href="https://www.linkedin.com/in/erskineco/"><span style="font-weight: 400;">LinkedIn: Matthew Erskine</span></a></li> </ul> <p><b>About Our Guest:</b></p> <p><span style="font-weight: 400;">Matthew F. Erskine is an approachable, empathic estate and succession planning attorney who creatively and holistically solves families&#8217; unique asset and estate needs. He is the fourth generation of lawyers known for integrity and personal service. Matt concentrates on providing legal and fiduciary services for families with basic estates as well as real estate, unique assets, or a family business. Unlike most trust and estate attorneys, Matt&#8217;s focus is on ensuring financial security while preserving the ownership of unique but often illiquid assets for the client and family.</span></p>
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34 MIN