David H. Lenok

New York

Senior Editor at Wealth Management

Senior Wealth Planning Editor, https://t.co/YTpmRrtqPo

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Articles

Leon Spinks ands Estate Planning Lessons for First-Gen Millionaires

1 week ago | wealthmanagement.com | David H. Lenok

Leon Spinks shocked the world in 1978 when, in just his eighth professional fight, he defeated Muhammad Ali to become the undisputed heavyweight champion, a victory still regarded as one of boxing’s greatest upsets. Yet, despite his early success and multimillion-dollar earnings, financial missteps and the long-term effects of brain injuries would take a heavy toll. At his lowest point, Spinks worked as a janitor and fast-food worker in Nebraska.
The 30-Year Battle Over Bob Marley’s Estate

1 month ago | wealthmanagement.com | David H. Lenok

Noah Rosenfarb explores Bob Marley’s estate planning challenges and modern solutions. When Bob Marley passed away in 1981, he left behind a musical legacy, but no estate plan. Due to his religious beliefs, Marley didn’t create a will, and what followed was a legal firestorm: forged documents, disputed signatures and a tangled web of allegations involving his wife, attorney and accountant.
Daffy Announces New Suite of AI-Powered Tools

2 months ago | wealthmanagement.com | David H. Lenok

The irony of leveraging AI to add a more 'human' touch. Daffy, the donor-advised fund-focused charitable giving platform helmed by co-founder and CEO Adam Nash, announced a new set of AI-enabled features on Tuesday. According to Nash, philanthropic planning in America is outdated, with too many friction points when it comes to gifting. Reliance on direct mail, non-intuitive online forms and minimal follow-up from recipients all impediment well-intended donors.
40% of Clients Would Switch Advisors for Estate Planning Services

2 months ago | wealthmanagement.com | David H. Lenok

As client expectations evolve, estate planning is no longer an afterthought for financial advisors. There’s a growing gap between what clients want and what financial advisors offer regarding estate planning. According to a recent survey of 10,000 U.S. adults (27% of whom currently work with a financial advisor) by online estate planning platform Trust and Will, 70% expect estate planning to be a part of their financial plans.
Wealth.com Partners With Cetera

2 months ago | wealthmanagement.com | David H. Lenok

The move gives access to the estate planning platform to over 12,000 financial advisors. Estate planning platform Wealth.com announced a strategic partnership with Cetera Financial Group on Wednesday. Through this partnership, more than 12,000 financial professionals in the Cetera network will receive an exclusive discount on Wealth.com’s advanced estate planning technology and resources.
Gene Hackman and Estate Planning

2 months ago | wealthmanagement.com | David H. Lenok

Warshaw Burstein’s Jackie Bevilaqua discusses Gene Hackman’s death and the pressing issues about elder care and cognitive decline it brings up. After four decades of acting and winning multiple awards, Gene Hackman was found dead in his home at the age of 95, along with his wife and primary caretaker, Betsy Arakawa. Forensics uncovered that his wife predeceased him, leaving him to struggle with Alzheimer’s alone before passing away one week later.
An Overview of Trump's Projected Tax Changes

2 months ago | wealthmanagement.com | David H. Lenok

Here we go again. For only the second time in American history, a president has been elected to a second non-consecutive term in office. During his first term, President Donald J. Trump focused heavily on taxes. Will that hold true for term two? Taxwise, Trump’s second presidency will likely look much like his first. This is largely due to the upcoming sunsets of numerous aspects of one of the keystones of Trump’s first term, The Tax Cuts and Jobs Act.
All the President’s Money with Megan Gorman

Feb 24, 2025 | wealthmanagement.com | David H. Lenok

With Donald Trump appearing at his recent inauguration flanked by tech billionaires, the connection between presidents and the almighty dollar is more apparent than ever. However, Trump is not the only president with an interesting relationship with money.
Ryan W. Neal | WealthManagement.com

Feb 14, 2025 | wealthmanagement.com | Ryan Neal |David H. Lenok

Ryan W. NealAssociate Editor, WealthManagement.comRyan W. Neal is an associate editor for WealthManagement.com. Originally from Sacramento, Calif., Ryan studied English and philosophy at UC Santa Barbara and found his way into journalism. After spending a few years in the Colorado Rockies as a freelance writer and full-time snowboarder, Ryan moved to New York to earn a master’s degree in journalism from Columbia University.
David H. Lenok | WealthManagement.com

Feb 11, 2025 | wealthmanagement.com | David H. Lenok |Diana Britton |David Bodamer

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.