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Ep 242. Faults in Jimmy Buffett's Estate
Manage episode 492385083 series 3577215
Financial advisor Mike Schudel returns to the studio to unveil the estate planning missteps surrounding Jimmy Buffett’s $275 million fortune—even with a plan in place. From celebrity-level complexities to real-world takeaways, Mike shares how lack of communication, trustee choices, and asset liquidity can all lead to costly legal battles. He also previews the upcoming estate and tax planning class designed to help families avoid similar pitfalls, no matter the size of their estate.
151 episodes
Manage episode 492385083 series 3577215
Financial advisor Mike Schudel returns to the studio to unveil the estate planning missteps surrounding Jimmy Buffett’s $275 million fortune—even with a plan in place. From celebrity-level complexities to real-world takeaways, Mike shares how lack of communication, trustee choices, and asset liquidity can all lead to costly legal battles. He also previews the upcoming estate and tax planning class designed to help families avoid similar pitfalls, no matter the size of their estate.
151 episodes
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