Lessons from celebrity-estate planning cases for advisors.
Dead Celebrity Podcast: Liberace and Planning for LGBTQ ClientsDead Celebrity Podcast: Liberace and Planning for LGBTQ Clients
Help LGBTQ clients protect themselves, their families and their assets.
Brought to you by FS Investments
Same-sex marriage is not the end of the journey toward equality under the law; it's just the beginning. It is essential for LGBTQ clients to have a prenup or partnership agreement that can unfold if a relationship ends.
In this episode, WealthManagement.com Senior Editor David Lenok speaks with Bruce Hoffmeister, a vice president and wealth strategist at Wilmington Trust, about the issues within the estate of Liberace, Mr. Showmanship himself. In this discussion, they use the infamous palimony case on behalf of Liberace's former chauffeur and live-in lover to highlight how far the LGBTQ community still has to go, legally speaking.
In this episode, you will learn:
The benefits of partnership agreements
What advisors need to be aware of when they have clients who are members of the LGBTQ community
Why it’s important for clients to have all of their paperwork in order sooner rather than later
And more
Tune in to learn about prenup and estate-planning action items that will help LGBTQ clients protect themselves, their families and their assets.
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