Trusts & Estate’s Magazine September 2021 As advisors, it’s important to be sensitive to our clients’ unique values and objectives. In many cases, a client’s planning considerations are motivated by […]
WealthManagement.com Sep 27, 2016 Martin M. Shenkman Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a […]
WealthManagement.com Oct 01, 2015 Martin M. Shenkman Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive […]
Trusts & Estate October 1, 2015 Martin M. Shenkman Religious issues are too often overlooked in the estate-planning process. For the nearly 70 million Catholics living in America, about one […]
WEALTH PLANNING>ESTATE PLANNING Catholic Considerations and Estate Planning Taking into account religious issues Martin M. Shenkman | Oct 01, 2015 Pope Francis recently concluded a 10-day tour de force in […]
Date and Time of Webinar: Wed, Jun 19, 2019 3:00 PM – 4:00 PM EDT. Description: Each component of a client’s estate and financial plan can embody their Christian values, […]
Reprinted from Estate Planning Review – The Journal November 20, 2018 A 35 page review of income tax, financial and estate planning and other practical ideas on a wide range […]
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 […]
Introduction to Catholic Considerations and Estate Planning Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of […]