When Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn’t create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant.

In this episode, David Lenok is joined by Noah Rosenfarb, CPA, founder of Wealthrive, to explore what happens when traditional estate planning tools, like wills, are off the table. 

Noah discusses:

- The vital differences between wills and trusts 
- Strategies like the Spousal Lifetime Access Trust 
- Navigating estate versus revocable trusts 
- The misunderstood role of communication in wealth preservation
- Overcoming familial challenges in estate planning 
- And more

Resources:

Listen to the latest episodes of Celebrity Estates: https://bit.ly/3N10V10 
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 Noah Rosenfarb:

connect@wealthrive.com 
http://Talkabouttax.com 
LinkedIn: Noah Rosenfarb, CPA: https://www.linkedin.com/in/noahrosenfarb/ 
LinkedIn: Wealthrive Inc.: https://www.linkedin.com/company/wealthriveinc/ 
(855) 540-0400

About Our Guest:

Noah Rosenfarb is a third-generation CPA who learned early in life that becoming tax-efficient could accelerate the journey toward achieving financial goals. After attaining financial independence and stepping away from operating businesses, Noah began sharing his expertise with members of EO and YPO. The response was immediate—people started asking him for help.

Determined not to return to a traditional job, Noah assembled a team of accountants, lawyers, and financial planners. He personally trained them in the strategies he used to become Rich Beyond Money. One of his proudest accomplishments is knowing that entrepreneurs working with his team achieve better results than he could have delivered alone.

Noah openly shares the tools, resources, and strategies that created his own version of true freedom. With a track record that includes selling eight companies, taking one public, and completing more than 50 real estate investments valued near $1 billion, he brings more than technical expertise—he brings lived experience. He serves high-performing families who seek to balance qualitative life goals with quantitative financial strategies.

Based in Parkland, Florida, Noah lives with his wife, Amanda, and their two children. A passionate traveler, he’s visited over 70 countries across five continents.

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

If an asset of a long-term care Medicaid recipient passes by his or her will or by intestacy, the government has a right to be reimbursed to the extent Medicaid benefits have been advanced. Additionally, there are situations where there is a reimbursement request for government benefits advanced outside of probate. This discussed 5 of those situations.

5 Required Government Reimbursement Provisions in Addition to Probate | 05-20-25

How do real estate values across the U.S. compare with northern Nevada? Is it time to talk with a trust expert? Yes! Cheri Hill tells us why. Plus a look at the median home prices in northern Nevada. 
sageintl.com
800-254-5779

Real Estate in Las Vegas, Atlanta, and Trusts with Cheri Hill

Sally Peacock speaks with Zara and Lewis from Hopkins Solicitors as it expands into Derbyshire.  They will be talking about their different roles in the business. Helen Purcell has another business news round up too.

The Erewash Sound Business Show - 29th July 2025

In a special episode of Brisbane’s Legal Lowdown on 4BC Brisbane, Attwood Marshall Lawyers’ Estate Litigation Senior Associate Duncan MacDougall, joined Sofie Formica live from the iconic Ekka in Brisbane to unpack a legal term many have heard but few fully understand – probate.
Broadcast amongst the buzz of the showgrounds, Duncan explained that probate is essentially a “golden ticket” for executors – a court’s official confirmation that a Will is valid, and that the person named is authorised to manage the deceased’s estate. Without it, banks, share registries, nursing homes, and the Titles Office often won’t release funds or transfer assets.
While not every estate requires probate, Duncan outlined when it becomes necessary, including:
•	When estate assets exceed certain thresholds.
•	To access certain financial accounts, accommodation bonds, or real property.
•	When there’s any dispute about the validity of a Will.
He also warned of the risks of skipping probate, which can leave executors personally liable if claims on the estate arise at a later date. 
The conversation touched on estate planning best practices – including why families should openly discuss Wills and executor appointments while everyone is still alive. Sofie noted how these weekly segments often spark important family conversations, even on topics people typically avoid.


13th August 2025 - Duncan MacDougall

In this episode of Law Talks on 4CRB, Attwood Marshall Lawyers’ Wills & Estates Partner Angela Harry joins Robyn to unpack a question many families face after losing a loved one: why does it sometimes take months – or even years – to finalise an estate?
Angela explains the key steps in administering an estate – from locating the Will, applying for probate or letters of administration, identifying and collecting assets, paying debts and taxes, through to distributing inheritances. 
She outlines the most common causes of delay, including:
•	Disputes between executors and beneficiaries
•	Challenges to the validity of the Will
•	Difficulty locating or identifying assets (especially those overseas)
•	Delays in dealing with financial institutions, government agencies, or the court process
•	Unresolved debts and unpaid taxes
Angela also shares practical tips to help speed up the process, such as having an up-to-date Will, appointing an organised and capable executor, keeping a clear record of assets and liabilities, and seeking early legal advice.
Whether you’re an executor tasked with managing an estate or planning for your affairs, this discussion offers valuable insights to help navigate what can often be a complex and emotional process.


Law Talks - Angela Harry - Why It can Take So Long To Finalise An Estate

If you die without a will in Texas, the state decides who inherits your property and it might not be who you think. In this episode, Michael Cohen explains how Texas law handles separate and community property, and why those assumptions can create costly legal issues. Learn how proper planning can help you avoid probate nightmares and protect your loved ones.

Dying Without a Will

Although beneficiary designations avoid probate, it is often best to have your assets pass by will or trust since protection is often needed for your beneficiaries ranging from disability to tax planning.

10 Reasons Why Wills and Trusts are Often Better than Beneficiary Designations

When someone passes away, finding their Will should bring clarity about their wishes. But what happens if the original Will can’t be found, has been destroyed, or there are multiple versions that say different things?
In this week’s episode of Brisbane’s Legal Lowdown, Attwood Marshall Lawyers’ Estate Litigation Senior Associate, Duncan MacDougall, joins Sofie Formica to unpack how the law deals with these tricky scenarios.
Duncan explains:
•	What happens if a Will goes missing or several conflicting versions are discovered.
•	Whether a copy of a Will is enough to apply for probate if the original cannot be found.
•	What the courts consider if there are allegations that a Will was destroyed or tampered with.
•	How judges decide which version is valid when multiple Wills exist.
•	Practical steps people can take now to protect their final wishes and avoid disputes later.
Losing a loved one is hard enough without adding uncertainty about their estate. This discussion sheds light on why it’s so important to keep Wills safe and up to date — and what families should do if things go wrong.


1st Oct 2025 - Duncan MacDougall - Lost and damaged Wills

Jeff Kowal discusses navigating market volatility and downturns in the market, shares insights on tax-loss harvesting, and touches on potential issues executors and beneficiaries face.

The Retirement Clinic-4-12-25 – Navigating Market Volatility

Love Music - Love Erewash: Erewash Sound is the local radio station for the Derbyshire borough of Erewash, run by local people from studios in Ilkeston.

Our 'Listen Again' service is powered-by SoundCloud, meaning you never need to miss what's happening on your doorstep with interviews, features and shows available for you to listen to whenever it suits you.

You can find our live broadcasts 24/7 on 103.5 and 96.8 FM, online at erewashsound.com, on our free to download app and on your smartspeaker - ask it to "Play Erewash Sound".

Michael B. Cohen is an elder law attorney whose Dallas law practice focuses on the legal needs of the disabled and elderly, including estate and Medicaid and other public benefits (such as Veterans benefits) planning. He is a frequent speaker on these topics.

Need a good lawyer?
We are here to help you. 
Attwood Marshall Lawyers, est 1946.
Phone 1800 621 071 today.
www.attwoodmarshall.com.au

Nevada Real Estate Radio™ airs Thursdays, 3pm PST on 93.7 FM in Northern Nevada.  Here on Soundcloud you find many of our previous shows. Learn more about our passion and team at www.NevadaRealEstateRadio.com 
I'm Director of Marketing at Sage International and I interview Realtors™ and real estate-related investors every week so we can talk about the current topics to consider if you're buying or selling investment real estate. Listen to the experts before you make that next big real estate decision.
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With retirement just around the corner, you need a partner you can trust to help navigate the ins and outs of retirement planning.  Whether you’re looking for a final push heading into your retirement, retirement asset management and consolidation, or assistance in transferring business assets to retirement assets, our team’s focus is on helping you realize your vision.

You can listen to the Kowal Investment Group - now Creative Planning, "Retirement Clinic" podcasts, with retirement and investment planning tips and news right here on Soundcloud. **This is a previously recorded show.**

New tracks tagged #Probate