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Ep 242. Faults in Jimmy Buffett's Estate

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Manage episode 492385083 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 492385083 series 3577215
Content provided by Retire SMART LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retire SMART LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

151 episodes

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