Building Wealth Your Way: The Life Capitalized System offers a refreshing alternative in a world where financial success is often portrayed as a rigid formula. This system empowers individuals to design wealth-building strategies tailored to their unique goals, values, and circumstances. 

What if you never had to rely solely on banks again? What if you could be your own bank—accessing capital whenever you want, without asking for permission? That’s what The Life Capitalized System does for you.

8361189RG_Sep27

The Life Capitalized Strategy - Your Personal Financial Revolution

As AI shifts from novelty to necessity in wealth management, the real unlock isn’t shiny tools, it’s smarter planning. Advisors need technology that compresses plan-build time, surfaces next-best actions and keeps clients engaged without losing the human in the loop. How can AI move firms from episodic planning to an additive, always-on model? By turning personalization at scale into a practical reality across the wealth stack.

In this episode, host Shannon Rosic speaks with Ken Lotocki, chief product officer of Conquest Planning, about innovations like Conquest’s Strategic Advice Manager, the role of hybrid models, and how estate and legacy planning tie into the next generation of client engagement.

They also discuss:

- How Conquest enables advisors to spend less time on technology and more time with clients
- How AI augments (not replaces) advisors by making planning the hub of the client journey
- The role of AI and SAM in delivering real-time insights and additive planning
- Why best-in-breed + open APIs beat building a CRM in-house
- What the $80 million Series B unlocks for product velocity and U.S. expansion

Resources:

Listen to WealthStack on WealthManagement.com: https://bit.ly/4jZQmKi 
Subscribe and listen to WealthStack on Apple Podcasts: https://bit.ly/4cXKleN 
Subscribe and listen to WealthStack on Spotify: https://spoti.fi/3RJwMG0 

Connect with Shannon Rosic:

LinkedIn: https://www.linkedin.com/in/shannonrosic/
WealthStack website: https://informaconnect.com/wealthstack/ 
WealthManagement.com: https://www.wealthmanagement.com

Connect with Ken Lotocki:
 
LinkedIn: Ken Lotocki: https://www.linkedin.com/in/ken-lotocki/?originalSubdomain=ca 
Website: Conquest Planning - https://conquestplanning.com/en-ca/home 
LinkedIn: Conquest Planning - https://www.linkedin.com/company/conquest-planning-inc/ 

About Our Guest:

Ken Lotocki, Chief Product Officer at Conquest Planning, has nearly 20 years of experience in financial services technology, specializing in product management and business analysis. As a founder of Conquest, he shapes the firm’s product direction and drives innovation. Previously, Ken led technology strategy at Cambrian Credit Union and was the Product Director at Advicent, advancing NaviPlan’s strategy in North America. He holds an Honours Bachelor of Commerce from the University of Manitoba.

The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki

Ozzy Osbourne left behind more than music when he passed away at 76. His $250 million fortune, blended family and valuable music royalties raise pressing estate planning questions that extend far beyond celebrity headlines.

Tasha Dickinson, partner at Day Pitney LLP, shares how advisors can address family conflict, use independent fiduciaries and manage complex assets like royalties. She highlights the crucial role of communication and expectation-setting in preventing disputes.

Join WealthManagement.com Senior Editor David Lenok and Tasha for a compelling conversation on the lessons Ozzy’s estate offers for families and advisors alike.

Tasha discusses:

- The unique estate challenges faced by blended families and strategies to reduce conflict
- The importance of appointing an independent fiduciary rather than family members to administer estates
- How communication and expectation-setting can prevent litigation
- The complications of managing royalties, intellectual property and other nontraditional assets
- Why advisors should work as a unified team with attorneys and CPAs early in the planning process
- And more!

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Tasha Dickinson:
 
Website: Day Pitney LLP - https://www.daypitney.com/ 
LinkedIn: Day Pitney LLP - https://www.linkedin.com/company/day-pitney-llp 
LinkedIn: Tasha Dickinson - https://www.linkedin.com/in/tashadickinson 

About Our Guest:

Tasha Dickinson, a Florida Bar Board Certified Wills, Trusts and Estates Lawyer, exclusively represents individuals and families in sophisticated estate planning and estate/trust administration. She has extensive experience with complex wealth preservation strategies, business succession planning, and charitable planning. She represents fiduciaries in complicated estate and trust administration matters. Tasha has developed a niche working with family offices and has written and lectured extensively on residency planning.

Celebrity Estates: Legacy Lessons from Ozzy Osbourne

Giorgio Armani left behind more than fashion when he passed away at 91. His $12 billion empire, absence of direct heirs and a carefully crafted foundation raise essential estate planning lessons that extend beyond celebrity headlines.

Kevin Ghassomian, partner at Venable LLP, explains how Armani separated wealth from control, empowered trusted collaborators, and institutionalized his brand to ensure continuity. He emphasizes the importance of early planning, communication and mission-driven structures in preserving wealth and vision.

Join WealthManagement.com Senior Editor David Lenok and Kevin for a compelling discussion on the lasting lessons Armani’s estate provides for families, advisors and business owners alike.
Key takeaways:

- Armani’s early planning, which began in 2016, allowed for a structured succession strategy
- The separation of personal assets from business assets to protect brand identity
- The creation of a foundation to act as the steward of Armani’s legacy, ensuring mission-driven continuity
- The benefits and challenges of planning without a spouse or children, highlighting freedom vs. overwhelm
- Practical lessons business owners of all sizes can apply, such as buy-sell agreements, trusts and meaningful communication.

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Kevin Ghassomian:
 
Website: Venable LLP - https://www.venable.com/ 
LinkedIn: Venable LLP - https://www.linkedin.com/company/venablellp/ 
LinkedIn: Kevin Ghassomian - https://www.linkedin.com/in/kevin-ghassomian-0363233/ 

About Our Guest:

Kevin Ghassomian focuses his practice on the personal legal needs of business owners, corporate executives, high-net-worth individuals, and their families. Kevin's representation covers all aspects of domestic and international estate planning, with an emphasis on tax minimization, asset protection, business succession, and philanthropy. Kevin also counsels individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns.

Kevin previously worked in the New York City headquarters of a global investment company, where he counseled a multinational client base on complex wealth management matters, including foreign and domestic trust planning and related asset allocation strategies. Kevin leverages this background to collaborate with tax, investment, and insurance advisors, ensuring that their work is effectively integrated into the planning process.

In addition to his law practice, Kevin is a frequent speaker, a published author, and a former professor of law, concentrating his scholarship on estate planning, taxation, and various wealth management topics. He also devotes time to numerous civic and charitable causes, maintaining leadership positions on several nonprofit boards.

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

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.

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.

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.

David and Matthew discuss:

- Why every major life event, from marriage to relocation, should trigger a review of your estate plan
- The importance of communication between family members to avoid future conflicts
- How to handle estate planning for beneficiaries facing personal challenges
- The impact of tax and law changes on existing estate documents
- Why advisors should treat estate plans as “living documents” and revisit them annually

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 
Estate Plan Update Checklist by Matthew Erskine: https://bit.ly/4op84Ji 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Matthew Erskine:
 
Erskine & Erskine - https://www.erskineanderskine.com/ 
LinkedIn: The Erskine Company - https://www.linkedin.com/company/the-erskine-company/ 
LinkedIn: Matthew Erskine - https://www.linkedin.com/in/erskineco/ 

About Our Guest:

Matthew F. Erskine is an approachable, empathic estate and succession planning attorney who creatively and holistically solves families' 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's focus is on ensuring financial security while preserving the ownership of unique but often illiquid assets for the client and family.

Celebrity Estates: Updating Estate Plans Through Life’s Milestones

Family drama doesn’t end when the spotlight fades.

On this episode of the Celebrity Estates podcast, litigator Michael Napoleone joins Wealthmanagement.com 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.

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.

Key Takeaways:

- Why family disputes over caregiving and inheritance are rising as people live longer and cognitive decline increases
- How isolation, blended families and uneven caregiving fuel mistrust and legal challenges
- The difference between exploitation claims (while alive) and undue influence claims (after  death)
- The crucial role of fiduciaries and when a neutral party may prevent emotional and financial fallout
- Why clear communication about estate intentions can prevent surprise, resentment, and years of litigation

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Michael Napoleone:
 
Day Pitney, LLP - https://www.daypitney.com/ 
LinkedIn: Day Pitney, LLP - https://www.linkedin.com/company/day-pitney-llp/ 
LinkedIn: Michael Napoleone - https://www.linkedin.com/in/mjnapoleone/ 

About Our Guest:

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.

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.

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 - positions that reflect his dedication to public service and his deep understanding of governmental and regulatory systems.

Michael's dual background as a skilled courtroom advocate and respected civic leader makes him a trusted advisor in both legal and policy arenas.

Celebrity Estates: The John Amos Estate Dispute with Michael Napoleone

Peter Nickitas, Lieutenant Commander, Honorably Discharged Navy Veteran, Wisconsin Attorney at Melms Law Office. Eagle River, WI, explains the What and Why of Estate Planning for all ages.  He will also share his own experience of estate planning and why his experience led him to educate and protect everyone on this topic.

Coaching By Jeannie | Episode 21: The What and Why of Estate Planning with Peter Nickitas

On this episode of the Celebrity Estates podcast, Victoria Gray, founder and principal of Insight Art & Collectibles Advisory, once again joins WealthManagement.com 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.

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.

Key Takeaways:

- The impact of failing to update an estate plan for nearly two decades
- How simultaneous death laws can complicate estate distribution
- The role of trusts in preventing intestacy and potential family disputes
- The importance of successor trustees and contingency planning
- How art, memorabilia and even Oscars factor into estate valuations.

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 
Celebrity Estates: The Art of Celebrity Auctions with Victoria Gray: https://bit.ly/4hy7fLQ 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Victoria Gray:
 
Website: Insight Art & Collectibles Advisory - https://insightartadvisory.com/ 
LinkedIn: Insight Art & Collectibles Advisory - https://www.linkedin.com/company/insight-art-advisory/ 
LinkedIn: Victoria Gray - https://www.linkedin.com/in/victoria-gray-3612a05/ 

About Our Guest:

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 & 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.

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.

During her tenure, she served as Senior Vice President, Managing Director of the Valuations, Trusts & Estates Department, and Head of Office for Bonhams San Francisco. She also built and led Bonhams’ Trusts & Estates presence in New York, forging deep relationships with elite trust & estate attorneys, fiduciaries, wealth managers, and family offices nationwide.

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

Estate planning isn’t just about having a will—it’s about making sure your loved ones are protected and your wealth stays where it belongs. In this episode of The Lord and Richards Show, CEO Colin Richards and co-host Dylan Schoonover reveal how to keep your estate out of probate, avoid unnecessary taxes, and pass your assets efficiently and intentionally.

We cover:
• Why a will alone doesn’t keep you out of probate
• The difference between revocable and irrevocable trusts
• Power of Attorney and health care directives every family needs
• How to shield assets from taxes and long-term care costs
• Why updating your plan regularly matters
• Free estate planning tools available for Lord and Richards clients

🎧 Tune in to learn how to simplify estate planning, protect your family, and keep your legacy intact—without paying more than you need to.

Learn more: https://lordandrichards.com/
Call for your complimentary Retirement Freedom Review: 720-372-0400

Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser.

Avoid Probate and Protect Your Legacy: The Truth About Wills and Trusts

Stories about legacy often reveal more than the moments that made someone known. 

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.

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.

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.

Key takeaways include:

- Illiquid assets, volatile markets and rapid posthumous value growth
- Blockage discounts and how large holdings of one artist complicate valuations
- Family dynamics, estranged parents and unexpected inheritance patterns
- IRS disputes, liquidity strain and complex tax negotiations
- How Basquiat's sisters eventually managed a growing licensing business

Resources:

Listen to Celebrity Estates on WealthManagement.com: https://bit.ly/3GAVENN 
Subscribe and listen to Celebrity Estates on Apple Podcasts: https://bit.ly/4m263CC 
Subscribe and listen to Celebrity Estates on Spotify: https://bit.ly/42V80b7 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 
Book: Jean-­Michel Basquiat: The Making of an Icon by Doug Woodham - https://amzn.to/48BUUm7 
Book: Art Collecting Today: Market Insights for Everyone Passionate about Art by Doug Woodham - https://amzn.to/3Mjb0sZ 

Connect With David Lenok:

david.lenok@informa.com 
https://www.wealthmanagement.com/ 
LinkedIn: David Lenok: https://bit.ly/DavidLenokLI 
LinkedIn: Informa: https://bit.ly/InformaLI 
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI 

Connect With Doug Woodham:
 
Website: Doug Woodham - https://dougwoodham.com/ 
LinkedIn: Art Fiduciary Advisors - https://www.linkedin.com/company/art-fiduciary-advisors/ 
LinkedIn: Doug Woodham - https://www.linkedin.com/in/dougwoodham/ 

About Our Guest:

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 & 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 & Hudson; 2025) and Art Collecting Today: Market Insights for Everyone Passionate About Art (Allworth Press, 2017).

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

Lord and Richards is a firm dedicated to helping people become more financially independent and better able to cope with the changing world around them from a biblical point of view.

New tracks tagged #EstatePlanning