WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without […]
WealthManagement.com Feb 29, 2016 Martin M. Shenkman I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary […]
Trusts & Estate’s Magazine April 2016 Martin M. Shenkman, Neil D. Blicher, Anthony R. Bartlett & Dania Jekel Asperger syndrome (AS) is a neurological condition on the autism spectrum. It’s […]
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 […]