Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her death on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring that her assets would pass to her chosen beneficiaries.
In this episode, David Lenok and guest Shawn Goheen highlight the importance of proactive estate planning. They discuss:
- The critical timing of Shannen Doherty's divorce, enabling her to secure her assets for her intended heirs;
- Essential strategies for advisors to promote early and comprehensive estate planning;
- The vital role of life insurance in maintaining a complete estate plan;
- Navigating the complex dynamics of family and business ownership in estate planning;
And more.
Sources:
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About our guest:
Shawn Goheen is the heart and soul behind Goheen Insurance. Since the early 90s, he has been more than just a financial advisor; he has been a confidant of high net worth individuals. His journey has led him to build strong relationships with over 15 specialty lenders and insurance carriers and relationships with 20+ banks, giving him a rare edge in navigating the often complex financial world with ease and transparency.
But Shawn's work goes beyond just crunching numbers. He gets to the heart of what each client needs, understanding that everyone's financial journey is unique. He is also known as the “Advisor to Advisors”, a role where he shares his knowledge with other professionals, helping them discover new opportunities and grow their practices.
Browse more episodes in this podcast series. …
The Celebrity Estates: Will of the Rich and Famous podcast is available at Apple Podcasts, Android, Sewing machine and wherever podcasts are found.