Advisor Voices

Scott Steiner, CFP on Dead Celebrity Podcast

17 March 2020

Our wealth planning consultant, Scott Steiner, CFP®  joins host David Lenok, Senior Editor at Wealthmanagement.com, to discuss how other families can potentially avoid the sticky estate tax situation that befell earlier generations of the Wrigley family; Chicago’s chewing gum dynasty on Episode 20 of The Dead Celebrity podcast series

Subscribe to Dead Celebrity podcast on Apple Podcasts, Android, Stitcher and wherever podcasts are found.

Podcast recorded on 2/12/2020.
For more information about federal and state taxes, please consult the Internal Revenue Service and the appropriate state-level departments of revenue, respectively. Calamos Wealth Management LLC and its representatives do not provide tax or legal advice. Each individual’s tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation. This information is provided for informational purposes only and should not be considered tax or legal advice. Past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Calamos Wealth Management-“CWM”), or any non-investment related content or recommendations, will be profitable or prove correct. Different types of investments involve varying degrees of risk. The views and strategies described may not be suitable for all investors. Information discussed is for informational purposes only and should not be considered investment advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from CWM, or from any other investment professional. CWM is neither a law firm nor a certified public accounting firm and no portion of the podcast should be construed as legal, accounting or tax advice. Opinions, estimates, forecasts, and statements of financial market trends are current as of the date of this recording, and are subject to change without notice. All information and opinions expressed were obtained from sources believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to its accuracy or completeness (other than disclosures relating to Calamos). This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. It should not be assumed that any securities mentioned in this recording will be profitable or experience equal performance in the future. ©2020 Calamos Wealth Management LLC. All Rights Reserved. Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families, and small to mid-size institutions including foundations and charitable endowments. Services include investment advisory, comprehensive wealth planning, risk management, and generational wealth transfer, among others needed to meet the needs of its diverse clientele. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Florida. The firm is a wholly owned subsidiary of Calamos Investments LLC. Learn more at www.calamos.com/wm.