Shannen Doherty, a beloved actress, was recognized with stage three breast most cancers, tragically caught too late for therapy. The day earlier than her passing on July 13, 2024, she finalized her divorce from Kurt Iswarienko, making certain her property could be handed to her chosen beneficiaries.
On this episode, David Lenok and visitor Shawn Goheen stress the significance of proactive property planning. They focus on:
- The crucial timing of Shannen Doherty’s divorce, enabling her to safe her property for her meant heirs;
- Important methods for advisors to advertise early, complete property planning;
- The important position of life insurance coverage in safeguarding a well-rounded property plan;
- Navigating complicated household dynamics and enterprise possession in property planning;
And extra.
Assets:
Join With David Lenok:
Join With Shawn Goheen:
About Our Visitor:
Shawn Goheen is the center and soul behind Goheen Insurance coverage. For the reason that early ’90s, he has been greater than only a monetary advisor; he has been a trusted confidant to high-net-worth people. His journey has led him to construct sturdy connections with over 15 specialty lenders and insurance coverage carriers and relationships with 20+ banks, giving him a uncommon edge in navigating the customarily complicated monetary world with ease and transparency.
However Shawn’s work goes past simply crunching numbers. He will get to the center of what every consumer wants, understanding that everybody’s monetary journey is exclusive. He’s often known as the “Advisor to Advisors,” a task the place he shares his insights with different professionals, serving to them uncover new alternatives and develop their practices.
Browse extra episodes on this podcast collection. …
The Movie star Estates: Wills of the Wealthy and Well-known podcast is on the market on Apple Podcasts, Android, Stitcher and wherever podcasts are discovered.