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May 20, 2024
Psychologist and economist Eric Schoenberg sheds light on common pitfalls in estate planning.
April 29, 2024
Vanilla co-founder Steve Lockshin details the nuances surrounding NIL deals and foundational estate planning strategies,.
April 24, 2024
Thursday, May 16, 2024 | 2:00 PM Eastern Daylight Time
December 21, 2023
These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors.
December 18, 2023
In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations.
October 16, 2023
The majority of Bob Barker's estate was donated to 40 different animal and military charities.
October 16, 2023
Thursday, November 02, 2023 | 2:00 PM ET
July 24, 2023
Charles Lubar details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson.
June 26, 2023
Prince Harry's decision to live in the United States sheds light on some of the pain points of creating an estate plan with international heirs.