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Highlighting Celebrity Estate Planning Issues Part 1 [Episode 88]
Attorney-CPA Joe Cordell and co-host Susan Arthur dive into
estate planning through the lens of celebrities and use them to highlight the ways
that you can put a plan in place, in order to take care of those that you care
about.
They discuss the story surrounding Buzz Aldrin and his
desire to get married again, despite his children’s concerns regarding
competence and the legal implements regarding guardianship that are in place.
They talk about the possibility of a prenuptial agreement providing safeguards
that could quell the concerns of the children.
Joe and Susan discuss the detailed will and trust of Frank
Sinatra and the company that his daughter was running, but was left to his
wife, Barbara. They also discuss former Chief Justice of the Supreme Court
Warren Burger and his 176-word will. The division of assets was not evenly
split, causing discord among family members.
They also talk about the will of Lauren Bacall and the taxes due on her estate. Joe discusses issues involving liquidity in estate planning. Joe and Susan wrap things up by talking about Lisa Marie Presley and her issues surrounding her father’s estate and the issues surrounding her own finances.
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By Life's Third Act
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Attorney-CPA Joe Cordell and co-host Susan Arthur dive into
estate planning through the lens of celebrities and use them to highlight the ways
that you can put a plan in place, in order to take care of those that you care
about.
They discuss the story surrounding Buzz Aldrin and his
desire to get married again, despite his children’s concerns regarding
competence and the legal implements regarding guardianship that are in place.
They talk about the possibility of a prenuptial agreement providing safeguards
that could quell the concerns of the children.
Joe and Susan discuss the detailed will and trust of Frank
Sinatra and the company that his daughter was running, but was left to his
wife, Barbara. They also discuss former Chief Justice of the Supreme Court
Warren Burger and his 176-word will. The division of assets was not evenly
split, causing discord among family members.
They also talk about the will of Lauren Bacall and the taxes due on her estate. Joe discusses issues involving liquidity in estate planning. Joe and Susan wrap things up by talking about Lisa Marie Presley and her issues surrounding her father’s estate and the issues surrounding her own finances.