Lessons From Margaritaville


Paper Gains Newsletter

by Matt Magee at mForce Capital

Quick Hits

🏝️ Parrothead Probate Drama: Jimmy Buffett's $275 million estate has sparked a legal showdown because nothing says “Margaritaville” like lawsuits and trust disputes!

💼 Family & Fortune Collide: Buffett’s widow Jane, three children, and his longtime business manager are at the heart of the legal tangle, each staking claims to parts of the music icon’s legacy.

đź“‘ Trust Troubles: The estate is mostly held in a trust, but control over key assets (like music rights and real estate) is now being contested in court.

🏠 From Songs to Skylines: Beyond the music catalog, the estate includes properties in Palm Beach, Florida, and holdings in Margaritaville-branded businesses.

You can read the full article here. While his estate is more complicated than most, there are plenty of lessons for all of us here.

Chart of the Week

I think we all expect this chart to continue. If you are already using AI agents, let me know. I'd love to hear about it.

What I've Enjoyed Recently

​A Father's Call to Action​

My words won't do it justice. If you want some perspective on recent challenges you have faced, this will do it.

​Building the Savannah Bananas with Jesse Cole​

This pairs well with the above episode, is much lighter, and is a fantastic story.

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What to Expect

Every two weeks, you'll get crisp, no-fluff insights on finance, markets, estate planning, taxes, and more.

If you're looking for deep dives, reach out; I’m here and ready to discuss.

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See Ya Soon

-Matt Magee

Copyright (C) 2025 mFORCE Capital All rights reserved.

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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc,

Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

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