How Withdrawal Rates Affect Estate Planning

April 9th, 2020 May 14, 2019 Martin M. Shenkman  Deciding on an appropriate withdrawal rate in retirement could have a profound impact on a client’s estate plan, especially in the current environment. […]

Employee vs. Independent Contractor

April 9th, 2020 Apr 02, 2019 Alan Gassman, Martin M. Shenkman  What’s the distinction between characterizing someone as an employee or independent contractor? Perhaps more importantly, do you as a wealth advisor […]