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Lessons from celebrity-estate planning cases for advisors.

Celebrity Estates: Advising Entertainment Industry ClientsCelebrity Estates: Advising Entertainment Industry Clients

There's an entire ecosystem of entertainment industry employees that extends far beyond what the camera captures.

David H. Lenok, Senior Editor

March 22, 2021

 

David Lenok, senior editor at WealthManagement.com, is joined by Jeff Fishman, founder and managing member of JSF Financial, a financial firm that specializes in working with high profile clients and those in the entertainment industry.

Unlike our other episodes focusing on the estates of celebrities who have passed, this episode is all about advising those who are still living, and working to manage their estates. David and Jeff talk about how having a career with unstable income flows can be tricky to navigate and plan for.

Jeff Fishman

Jeff Fishman

You will learn:

  • How and why someone would want to work with this niche market of clientele;

  • What is meant by consistency of income;

  • The tax implications of having inconsistent income;

  • Why you need to be responsible to yourself first when it comes to your finances;

  • And more!

Listen now to prepare for the ups and downs that come with having an unstable income source.

Listen to the podcast

Browse more episodes in this podcast series. ... 

The Celebrity Estates: Wills of the Rich and Famous podcast is available on Apple PodcastsAndroidStitcher and wherever podcasts are found. 

About the Author

David H. Lenok

Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

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