WealthManagement.com Nov 14, 2019 Martin M. Shenkman, Michael Richmond Estate planning too often focuses on minimizing the transfer taxes that might be incurred on a family business when a founder […]
WealthManagement.com Nov 06, 2019 Martin M. Shenkman, Michael Richmond Knowledge of a company’s true value is essential for business owners and their advisors to assure that the client will receive […]
WealthManagement.com Oct 16, 2019 Amanda Koplin, Martin M. Shenkman The stats are significant. According to the National Cancer Institute, one in three women and one in two men will receive […]
WealthManagement.com Oct 02, 2019 Wendy Z. Cox, Martin M. Shenkman Advisors need to understand and talk about grief to better serve their clients. There are many types of grief. Most […]
WealthManagement.com Aug 07, 2019 Martin M. Shenkman Merging or decanting an old trust into a new and improved trust has become so popular that some have pushed the edges seeking […]
WealthManagement.com Jun 25, 2019 Richard L. Fox, Jonathan G. Blattmachr, Martin M. Shenkman The Internal Revenue Service just issued final regulations (final regs) which, consistent with the proposed regulations (proposed […]
WealthManagement.com Jun 13, 2019 Martin M. Shenkman A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does […]
WealthManagement.com 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. […]
WealthManagement.com 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 […]
WealthManagement.com Mar 27, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Proper planning not only requires skilled expertise in legal, tax and financial matters, but keen attention to the emotional impact […]