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 […]
WealthManagement.com Jan 05, 2016 Martin M. Shenkman Trusts are ubiquitous in planning, and one of the most common motivations for the use of trusts is to minimize the risk that […]
WealthManagement.com Sep 1, 2015 Martin M. Shenkman Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015: “Many traditional […]
WealthManagement.com Jun 12, 2015 Martin M. Shenkman Practicing as a solo can be incredibly rewarding, even in this era of mega firms. However, solo practitioners face unique risks, issues and […]
WealthManagement.com Aug 19, 2015 Martin M. Shenkman It’s common to include in a durable power of attorney (POA) the right for an agent (the person named to act on behalf […]
WealthManagement.com Sep 22, 2015 Martin M. Shenkman In my prior article , I discussed trust friendly jurisdictions and compared Delaware and New Jersey. But while using a trust friendly jurisdiction […]
WealthManagement.com Oct 01, 2015 Martin M. Shenkman Pope Francis recently concluded a 10-day tour de force in the United States. He was met by huge crowds in spite of massive […]
WealthManagement.com Jul 30, 2015 Martin M. Shenkman Powers of attorney (POAs) are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what […]
WealthManagement.com Jul 01, 2015 Martin M. Shenkman Sometimes, it can be incredibly useful to have another arrow in your planning quiver. Consider the following: • A trust is set up […]
WealthManagement.com Feb 04, 2015 Martin M. Shenkman This year’s Heckerling Institute on Estate Planning included an excellent session on asset protection. The bottom line appears to be that in spite […]