April 9th, 2020
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 […]
April 9th, 2020
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 […]
March 31st, 2020
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 […]
December 12th, 2018
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 […]
September 14th, 2017
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 […]
July 28th, 2017
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 […]
May 23rd, 2017
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 […]
May 11th, 2017
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 […]
April 17th, 2017
“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 […]
February 25th, 2016
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 […]