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David Lenok - Senior Editor at Wealthmanagement.com
Manage episode 489798213 series 3672821
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Join Newton One’s Steve Target and Mark Singer as they have an entertaining and informative discussion with David Lenok, Senior Editor from Wealthmanagement.com focused on David’s article – Ten Estate Planning Lessons From HBO’s "Succession". While viewers of this TV series may feel that the topics and applications of succession and estate planning presented by the Roy family are out of touch with reality, there are a number of opportunities to take away “lessons” for many families regarding their own estate planning exercises.
Listen to this podcast to gather some planning tips that can be applied to a wide range of scenarios.
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