Does the fact that there's a fight necessarily mean an estate plan failed?

Help LGBTQ clients protect themselves, their families and their assets.

The loss of capacity is a real threat to all clients. In this episode, David Lenok and Letha McDowell detail how to proceed when clients show signs of cognitive impairment.

In this episode, David Lenok and Geoff Madsen discuss the benefits of using trusts in estate planning.

Fight for the right to properly protect your clients after death.

As an advisor, are you equipped to help women take control of their finances?

What does 'equal' really mean anyway?

David Lenok and Dr. Stanley Teitelbaum explore 'Mommie Dearest' herself, Joan Crawford's, decision to disinherit two of her children.

Will your clients' pets become heirs? Is it weird if they do?

In the first-ever episode of the Dead Celebrity podcast, senior editor David Lenok talks with Jim Dougherty about the lessons to be learned from the death of legendary radio deejay Casey Kasem.