WealthManagement.com Mar 25, 2020 Joy Bruno, Marc Minker, Martin M. Shenkman With cases of the coronavirus on the rise in the United States, it’s important for clients to be prepared, […]
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 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 Mar 14, 2019 Stanley H. Teitelbaum, Martin M. Shenkman A common issue for those trying to plan an estate, especially the dispositive provisions of a will or revocable trust, […]
WealthManagement.com Mar 12, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Disinheritance creates complicated issues for many families. There are myriad ways to leave assets to heirs, so there are many […]
WealthManagement.com Nov 06, 2017 Martin M. Shenkman, Joy Matak On Nov. 2, 2017, the House Ways and Means Committee issued H.R.1 called “Tax Cuts and Jobs Act.” Here’s a review […]
WealthManagement.com Oct 30, 2017 Philip Cubeta, Thomas Rogerson, Martin M. Shenkman Fewer clients need estate tax planning. Automated service platforms and artificial intelligence are making it more difficult for investment […]