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Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease

September 19th, 2021

Originally posted on Forbes.com   Introduction:   Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, […]

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Executing Estate Planning Documents During the Pandemic and the Slow Return to the “New Normal”

June 18th, 2020

The current COVID-19 pandemic has made it more important than ever for individuals to establish (or update) their core estate planning documents. These core documents will generally include a will […]

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Financial Steps, Estate Planning, and More to Help You or a Loved One Living With Cancer During COVID-19

May 26th, 2020

Sponsored by the American Cancer Society The American Cancer Society does not provide professional or legal advice. Seek the advice of your own legal, tax, or financial advisor. Uncertain times […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part III

May 20th, 2020

The Michael J. Fox Foundation May 11, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part II

May 20th, 2020

The Michael J. Fox Foundation May 8, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning […]

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Managing Finances, Estate Plans and More during Uncertain Times: Part I

May 20th, 2020

Michael J. Fox Foundation May 6, 2020 Editor’s Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private practice focusing on estate and tax planning and […]

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Ten Steps for Reviewing Life Insurance With Clients

April 24th, 2020

WealthManagement.com Apr 22, 2020 Susan Joy Bruno, Marc Minker, Martin M. Shenkman  Panicking in the face of a pandemic (or any dramatic event) is a terrible way to manage a […]

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Managing the Remote Law Practice and Other Practical Administrative Considerations during Coronavirus

April 20th, 2020

Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2789 Date:17-Apr-20 Subject: Mary Vandenack, Martin Shenkman & Jonathan Blattmachr on Managing the Remote Law Practice and Other Practical Administrative Considerations during […]

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Assisting Clients Who’ve Received a Cancer Diagnosis

April 9th, 2020

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 […]

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Use Retainers Agreements to Establish Good Communication Policies

April 9th, 2020

WealthManagement.com Feb 25, 2019 Sandra D. Glazier, Martin M. Shenkman  Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter […]

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