In this episode, David Warren – Co-Founder & Chairman of Bridgeford Trust Company – sits down with guest, Tina Lovejoy – Founder & Facilitator at Frameworks Facilitation – who draws from her background in opera, writing, and consulting to facilitate sessions for families and train advisory teams in family dynamic issues impacting estate and succession planning issues through a language-centric lens.

With a track record of facilitating sessions and workshops for over 1,500 high net worth clients and their families, Tina explains Frameworks Facilitation’s dedication to help families confidently navigate the relational complexity inherent in wealth transfer. As the episode continues, Tina shares more about the process of these sessions, choosing the right words and clarifying the meaning of those words to have productive wealth transfer and financial planning conversations with families as well as partnering with advisors, advisory firms, and trust companies to grow the skills involved in the softer side of wealth transfer.

Episode 31 – Little Shifts Are Big Wins: Meaningful Family Dynamic Conversations with Tina Lovejoy

Estate planning and wealth transfer require careful consideration, and Kamal Lidder's expert advice serves as a valuable resource for individuals navigating these processes. By understanding the key components of estate planning and implementing strategic wealth transfer strategies, individuals can protect their assets and provide for their loved ones thoughtfully and efficiently. Consulting with a knowledgeable professional, like Kamal Lidder, can make the estate planning journey more manageable and ensure a legacy that reflects one's values and aspirations.

Kamal Lidder's Expert Advice For Estate Planning And Wealth Transfer

Digital vaults are revolutionizing legacy planning by providing a secure, centralized and accessible solution for managing critical documents and assets. In an era where families are geographically dispersed, and financial lives are increasingly complex, digital vaults enable the seamless organization and sharing of important information, such as wills, insurance policies, deeds and health directives. By empowering individuals to grant controlled access to trusted advisors and family members, these tools bridge communication gaps and ensure that wishes are respected during life’s critical moments. 

Born out of a personal crisis during Hurricane Irma, Prismm was Martha Underwood's solution to a pressing problem: secure, centralized access to critical documents. 

Join host Shannon Rosic, director of WealthStack content and solutions, as she speaks with Prism’s founder about: 

- The pressing need for seamless access to critical documents and assets
- How Prismm differentiates itself with customer ownership of data 
- The significance of client engagement in comprehensive financial planning 
- Insights on leveraging AI for secure and effortless document management 
- How evolving data regulations are shaping the landscape of digital vault offerings

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 Martha Underwood:

LinkedIn: Martha Underwood: https://www.linkedin.com/in/marthaunderwood/ 
Prismm: https://prismm.com/ 

About Our Guest:

Martha Underwood boasts over 8 years of extensive experience as a founder, leader, and speaker within the realms of technology and innovation. She is the visionary behind GetPrismm.com, a pioneering platform designed to facilitate the secure storage and accessibility of vital documents in anticipation of unforeseen circumstances. Her overarching goal is to spearhead the evolution of seamless wealth transfer processes, equipping individuals with the tools to meticulously plan their legacies.

Her fervor for disseminating insights and expertise regarding women's leadership in the spheres of technology and innovation is palpable, making her a sought-after figure in the business landscape.


The WealthStack Podcast: How Digital Vaults Empower Advisors and Families with Martha Underwood

After four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer's alone before passing away one week later.

Join WealthManagement.com Senior Editor David Lenok, and Jackie Bevilaqua a partner at Warshaw Burstein, as they delve into the tragic and unexpected circumstances of Hackman's final days, exploring pressing questions about elder care, cognitive decline and how to safeguard clients against unforeseen complications.

They discuss:

- Challenges in estate planning for cognitively impaired clients 
- The importance of ongoing revision and understanding of estate plans 
- How societal shifts impact elder care and estate planning
- The significance of community support systems in elder law
- Legal nuances of simultaneous deaths and the implications for estates

Resources:

Listen to the latest episodes of Celebrity Estates: https://bit.ly/3N10V10 
Trust and Estates Magazine: https://bit.ly/3XXqoPn 

Connect With Jacqueline Bevilaqua:

LinkedIn: Jacqueline Bevilaqua: https://www.linkedin.com/in/jacqueline-bevilaqua-819b5651/ 
Warshaw Burstein: https://www.wbny.com/ 

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 

About Our Guest:

Mrs. Bevilaqua has focused her practice on trusts and estates law since 2013. She has a strong background in estate planning and estate and trust administration for a diverse clientele, particularly complex issues of gift, estate and trust taxation. She also has significant experience in international estate planning, foreign account tax act compliance, and pre-immigration tax planning.

In addition, Ms. Bevilaqua is well-versed in counseling nonprofit corporations on regulatory, governance and federal and state tax compliance matters.

#podcast #EstatePlanning #wealthmanagement #celebrityestates #celebritydeaths #EstatePlanning #ElderCare #WealthTransfer #GeneHackman #CognitiveDecline #LegalChallenges #CommunitySupport


Celebrity Estates: Gene Hackman and Estate Planning While in Cognitive Decline

Nieuwe wetgeving op komst: jouw Bitcoin straks zwaar belast? 

De Nederlandse fiscus staat op het punt om de regels rond Bitcoin in box 3 fors te veranderen — met grote gevolgen voor particulieren die hun Bitcoin gewoon willen houden.

In deze aflevering ga ik in gesprek met jurist Jan Jaap Geusebroek, gespecialiseerd in de juridische en fiscale kant van Bitcoin. We bespreken waarom het nú verstandig kan zijn om een aparte Bitcoin-BV op te zetten en hoe dit je serieuze belastingvoordelen kan opleveren.

💼 Hoe richt je dit slim en veilig in?
💶 Wat zijn de verschillende smaken qua structuur en eigendom?
📅 En waarom is 1 januari 2026 een keiharde deadline?

⚡️ Wacht niet af. Maak nu direct een afspraak met mij, Marc van Versendaal, voor een persoonlijk gesprek of word lid van onze community van vrijheidsdenkers en ondernemers die zich wapenen tegen het oude financiële systeem.

👉 EEN AFSPRAAK: https://calendly.com/be-unseen/be-unseen
👉 LID WORDEN: https://be-unseen.nl/be-unseen-community

Elke week duiken we dieper in de grootste financiële verschuiving van onze tijd. Educatie, netwerk en strategie — allemaal op één plek.

📌 Disclaimer: Deze podcast is uitsluitend bedoeld voor educatieve doeleinden en vormt geen financieel of fiscaal advies. Raadpleeg altijd een professional voor jouw persoonlijke situatie.

#Bitcoin #Box3 #Belastingdienst #BitcoinBV #WealthTransfer #FinanciëleVrijheid #MarcVanVersendaal #JanJaapGeusebroek #CryptoBelasting #NederlandBelasting #BitcoinStrategie

'25 series #14: De Belastingdienst Komt Voor Jouw Bitcoin – Wat Je Nu Moet Doen (met jurist Jan Jaap Geusebroek)

Leon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated Muhammad Ali to become the undisputed heavyweight champion, a victory still regarded as one of boxing’s greatest upsets. Yet, despite his early success and multimillion-dollar earnings, financial missteps and the long-term effects of brain injuries would take a heavy toll.

At his lowest point, Spinks worked as a janitor and fast-food worker in Nebraska. But with the unwavering support of his wife Brenda, he eventually found peace and stability in Las Vegas, where he remained a cherished figure in the boxing community until his death from prostate cancer at age 67.

Join WealthManagement.com Senior Editor David Lenok as he sits down with advisor and author George Stefanou for an insightful conversation on the unique estate planning challenges faced by first-generation millionaires.

Together, they explore the emotional complexities and generational tensions that arise when “old country” values meet modern American dreams—and how advisors can help families navigate the delicate balance between legacy, lifestyle and long-term stewardship.

George shares insights into:

- Challenges faced by first-generation millionaires
- The emotional side of estate planning and the importance of family conversations
- How heirs can avoid a ‘windfall mentality’ 
- Strategies for fostering family cohesion and legacy
- The expanded role of advisors, including the need for increased financial literacy
- 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 
Two-Comma Wealth by George Stefanou, CFP®, CPWA®, CEPA®: https://a.co/d/0ZMRgsP 

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 George Stefanou:
 
Two-Comma Wealth: https://twocommawealth.com/ 
Edward Jones: George Stefanou: https://bit.ly/4jS4zJo 
LinkedIn: George Stefanou: https://bit.ly/4j0K4Jc 
Facebook: George Stefanou: https://bit.ly/4j2eHOI 

About Our Guest:

George is a first-generation Greek-American and a 2023 & 2024 Forbes Best-in-State Top Next-Gen Wealth Advisor, serving as the financial guru behind “Two-Comma Wealth.” As a University of Central Florida alumnus and avid football fan, George brings a unique perspective to the world of personal finance.

Alongside his roles as a devoted husband to Kristin and father to Ella and Aubrey, George is a CERTIFIED FINANCIAL PLANNER™ professional who also holds the following advanced credentials: Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor® (CPWA®), Accredited Asset Management Specialist℠ (AAMS®), Chartered Retirement Plans Specialist℠ (CRPS®) and Chartered Retirement Planning Counselor℠ (CRPC®). Drawing on over 15 years of experience and thousands of diverse client interactions, George has developed a talent for humanizing finance, helping clients navigate the complexities of wealth management while empowering both investors and advisors.

Celebrity Estates: First-Generation Wealth with George Stefanou

In this episode of Celebrity Estates, host David Lenok welcomes Oliver Pursche, senior vice president at Wealthspire Advisors, for a deep dive into the estate complexities surrounding Leonard Lauder’s famed art collection. From cubist masterpieces to staggering valuations, they explore how collectibles impact balance sheets, spark family conflict and raise nuanced estate planning questions.

Here’s what to expect from this episode:

- The emotional psychology behind collecting and why it matters to advisors
- How valuation types (fair market vs. insurance vs. resale) shape tax and succession planning
- What advisors must know about collaborating with clients’ outside experts
- Strategies to handle heirs with unequal interest in inherited collections
- 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 Oliver Pursche:
 
Wealthspire Advisors: https://www.wealthspire.com/
LinkedIn: Wealthspire Advisors: https://www.linkedin.com/company/wealthspireadvisors/
LinkedIn: Oliver Pursche, CEPA, AAMS: https://www.linkedin.com/in/oliverpursche/

About Our Guest:

Oliver serves as an advisor based in the firm’s Westport, Conn. and New York offices and is an Accredited Asset Management Specialist (AAMS®). He joined the team with over 25 years in financial services, having worked with independent RIAs, regional Broker Dealers, banks and bank trust departments, and family and multi-family offices.

Before coming to Wealthspire, he worked at Bruderman Asset Management, where he served most recently as the interim Chief Market Strategist and Vice Chairman of the Board, and previously as Chief Executive Officer. While concluding his tenure at Bruderman, he simultaneously served as Chief Investment Officer and Chief Market Strategist at EsteV LLC. He has also held leadership positions at Gary Goldberg Financial Services, Trust Company of America, and Neuberger Berman.

Oliver is an experienced global macro market strategist with significant media and corporate communications experience, as well as a published author. Active in the industry and his community, he served on the Cherie Blair Foundation for Women Entrepreneurs Advisory Board, Westport Arts Center Board, and Harvard Business Review Advisory Board, among others.

Originally from Germany, Oliver has resided in Fairfield, CT since 1984 and likes to stay active by playing tennis, scuba diving, and participating in competitive trap and skeet shooting in his free time.

Celebrity Estates: Lessons from Leonard Lauder’s Art Legacy with Oliver Pursche

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

In this episode, David Warren – Co-Founder/Chairman of Bridgeford Trust Company – sits down with Heath Goldman – President/CEO of ICON Wealth and Legacy Partners – for a conversation on how insurance planning is evolving in today’s chaotic world.

From Heath’s unexpected pivot from law school to wealth planning, to decades spent helping ultra-successful families rethink liquidity, legacy, and risk, he shares why traditional portfolio management simply isn’t enough anymore.

As they continue their discussion, Heath and David explore the resurgence of life insurance as a planning strategy rather than a product, with a deep dive into how Private Placement Life Insurance (PPLI) is reshaping tax deferral and wealth transfer. The conversation also hits on one of the most groundbreaking shifts in the planning world, particularly in South Dakota, where forward-thinking rules allow PPLI policies to hold crypto and other non-traditional assets, offering both tax efficiency and powerful asset protection. It’s a strategy more families are exploring as conversations move beyond traditional planning.

Episode 51 – PPLI, Crypto, and the Next Era of Wealth Planning with Heath Goldman

Kamal Lidder is a skilled wealth advisor known for his personal touch and financial know-how. He uses his strong finance background to create tailored plans for his clients, covering investments, retirement planning, and tax savings. Kamal is respected for his honesty and dedication, aiming to build lasting relationships while helping clients navigate the world of wealth management for long-term success.

Absoluut de enige podcast die het achterste van de tong laat zien op gebied van mindset, financiële vrijheid & geluk!
Inzichten, informatie en naakte waarheid voor de persoon die zich wil ontwikkelen als mens, zowel qua fysieke & abstracte rijkdom.

New tracks tagged #WealthTransfer