Celebrity Estates: Wills of the Rich and Famous
Business:Investing
Uncut Gems star Julia Fox recently went viral for posting a TikTok video showcasing her home, which was modest compared to the extravagant wealth you expect from someone wealthy and famous. Today, many millennials are shifting away from buying luxury homes.
In this episode, David Lenok speaks with Kelley Wolfington, Senior Wealth Strategist at SEI Private Wealth Management, on why the housing trend for high-net-worth individuals is shifting and how it reflects the current values passed on to the next generation.
Kelley discusses:
Resources:
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About Our Guest:
Kelley Wolfington provides holistic advice in the areas of trust and estate planning, wealth transfer, philanthropy, succession planning, tax planning and family communications strategies for ultra-high net worth and high net worth individuals and families. Her responsibilities include collaborating with internal and external colleagues and partners to craft and deliver such advice as well as develop strategies, techniques, tools and materials related to these advisory areas. She helps facilitate a perpetual process to improve her clients’ condition by working with them to navigate goals, values and visions for themselves, their families and their communities.
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
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