Shannen Doherty, a beloved actress, was recognized with stage three breast most cancers, tragically caught too late for remedy. The day earlier than her passing on July 13, 2024, she finalized her divorce from Kurt Iswarienko, guaranteeing her belongings can 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 important timing of Shannen Doherty’s divorce, enabling her to safe her belongings for her supposed heirs;
- Important methods for advisors to advertise early, complete property planning;
- The important function of life insurance coverage in safeguarding a well-rounded property plan;
- Navigating complicated household dynamics and enterprise possession in property planning;
And extra.
Sources:
Join With David Lenok:
Join With Shawn Goheen:
About Our Visitor:
Shawn Goheen is the guts and soul behind Goheen Insurance coverage. Because the 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 robust 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 guts of what every consumer wants, understanding that everybody’s monetary journey is exclusive. He’s also referred to as the “Advisor to Advisors,” a job 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 Superstar Estates: Wills of the Wealthy and Well-known podcast is accessible on Apple Podcasts, Android, Stitcher and wherever podcasts are discovered.
