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 […]
By: Martin S. Shenkman and Sandra D. Glazier[1] This article was originally published in Leimberg Information Services, Inc. (LISI). In 1786 Robert Burns wrote his insightful poem commonly referred […]
reprinted with permission from wealthmanagement.com http://www.wealthmanagement.com/estate-planning/having-tough-client-conversations-about-health-issues Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without an […]
Explanation: The following is a sample letter for a physician to provide to a patient/taxpayer to use as support for claiming a home medical improvement expense deduction. The illustration uses […]
Dear Colleague/Friend: Every spring and summer for the past seven years, my wife Patti and I, accompanied by our adorable therapy dog Elvis, spend 2+ months traveling the country in […]
“Assisted suicide.” While the phrase itself may evoke strong emotions on each side of the issue, it is important that everyone affected (whether because you or a loved one face […]
Introduction I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary hypertension or “PH.” This article […]
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 […]
Introduction Estate, financial and related planning must always be tailored to reflect each person’s unique circumstances, needs, goals and objectives. If you or a loved one have been diagnosed with […]
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 […]