New Jersey Estate Tax to be Repealed

Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey [...]

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Religion and Estate Planning

 Introduction   Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a client’s religious concerns into the [...]

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Charitable Planning Tips

                                            ► Remainder Interest in Residence and Farms: Generally, a charitable deduction is not permitted for charitable gifts of less than a donor’s entire interest in property. IRC Sec. 170(a)(3). [...]

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Christian Estate Planning

  By: Pastor Chris Edmondson and Martin M. Shenkman, Esq.   What is Estate Planning?   First, let’s define “estate planning” since it is commonly defined too narrowly. Estate planning [...]

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A Symphony of Collaboration is the Key

Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015, at http://www.financial-planning.com/news/technology/clements-to-beat-robos-stop-selling-fantasies-2694000-1.html?utm_medium=email&ET=financialplanning:e5051599:52149a:&utm_source=newsletter&utm_campaign=Aug%2031%202015-am_retirement_scan&st=email: “Many traditional advisors, of course, do far [...]

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Safe Powers of Attorney

Introduction   Powers of attorney are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what a power of attorney is and [...]

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The New World of Estate Planning

Introduction   Estate planning is rapidly moving away from the historical focus on bypass trusts and saving estate taxes. While many professionals have rightfully focused considerable attention on income tax [...]

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Unitrusts To the Rescue

Sometimes it can be incredibly useful to have another arrow in your planning quiver. Consider the following: A trust is set up to provide for your surviving spouse, your third [...]

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Powers of Attorney: What You Must Know

Understand Your Power We’re talking financial concepts not Ayurvedic. You’re planning for retirement and what will hopefully be decades of exiting “later life” following. You coordinate your financial and estate [...]

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