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June 29, 2011

 

HAVE YOU HEARD THE LATEST?

Have you ever thought about how legal shows on TV always wrap up the cases by the end of the hour? It’s too bad that cases can’t end that quickly in real life. That’s never more true than with estate battles, which can drag on for years. The celebrity updates in this month’s issue definitely illustrate this point!

Both Michael Jackson and Farrah Fawcett died on the same day, nearly two years ago, and their estates are still filled with fireworks and fighting. Leona Helmsley’s estate will soon be four years old, yet animal charities and her trustees were recently battling in court over her final wishes. Even a new family feud, involving a very ill Zsa Zsa Gabor, has some history. The clashes between her ninth husband and only daughter have just become public, even though they fought each other in court about Gabor’s house several years ago. In this issue, we give you updates and lessons on all of these ongoing celebrity cases.

 This month's issue also includes an article from Financial Advisor magazine, which explores how financial professionals can use celebrity stories to help their clients protect their legacies today and for generations to come.  We also included our interview on "Celebrity Financial Planning Horror Stories" with a New York City radio show, The Financial Quarterback. This interview will teach you what you need to know to protect your family, and clients alike, from making the same financial mistakes.

Make sure to keep an eye out for our July issue as we'll be sharing some exciting news! In the meantime, we hope everyone is having a wonderful start to the summer.

Enjoy!

 Danielle & Andy

 
 

UPDATES ON CELEBRITY CASES

Family of Zsa Zsa Gabor Feuds as She Nears Death

Michael Jackson Estate Faces $17.5 Million Insurance Fight

Did Ryan O'Neal Take Advantage of Farrah Fawcett?

Should More of Leona Helmsley's Trust Fund Go To Help Dogs?

 
 

FEATURED IN THE NEWS

Celebrity Foibles Can Be Learning Tools For Advisors, Clients

Danielle & Andy discuss how financial professionals can use celebrity stories to help their clients protect their legacies today and for generations to come. If you are a professional in the financial arena, this article is a must read! Click here to read the article featuring Danielle & Andy in Financial Advisor magazine.

 

 
 

FEATURED IN THE NEWS

Celebrity Financial Planning Horror Stories

 The Financial Quarterback, a New York City radio show, interviewed Danielle & Andy on "Celebrity Financial Planning Horror Stories." Click here to listen to their interview and learn what you need to know to protect your family, and clients alike, from making the same financial mistakes.

 
 

FEATURED EVENTS

 To schedule Danielle & Andy for a speaking engagement, event, book signing or
to learn about bulk sale discounts, contact@trialandheirs.com or 1-888-99 HEIRS (43477).

 

 
   
   
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