An Estate Planner’s 11 Tips for the New Year

WealthManagement.com
Jan 18, 2017

Martin M. Shenkman 

New Year’s resolutions are easier said than done right? Much like taking your own
advice. So, I decided to sit down and write about the same advice I’ve given to my
clients over the years that I could use myself. Here are 11 tips for estate planner’s
in 2017:

Read his commentary here.