October 13th, 2021
Originally posted on Forbes.com While walking through the dark tax forest, are you scared from the noises coming from Washington? Are any taxing animals out there who might be […]
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, […]
March 29th, 2021
Every estate includes tangible personal property: cash, clothes, jewelry, furnishings, vehicles, pets, artwork, gold, alcohol, boats, electronics, cars, wine, guns, etc. Challenges you may face are as varied as the […]
April 9th, 2020
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 […]
March 31st, 2020
Trusts & Estate’s Magazine August 2017 Sandra D. Glazier & Martin M. Shenkman The practice of estate planning is evolving at a rapid pace. Practitioners should periodically review estate-planning retainer […]
March 31st, 2020
Trusts & Estate’s Magazine July 2015 Martin M. Shenkman & Jonathan G. Blattmachr The population is aging, as are our clients. Planning for the infirmities and challenges that often accompany […]
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 […]
January 30th, 2017
Free Webinar: Collaboration of the Estate and Financial Planning Team After the webinar a recording will be posted on www.shenkmanlaw.com/resources . Date and Time: Tuesday February 7, 2017 12:00 noon […]
July 30th, 2015
Introduction “I don’t need life insurance because of the high estate tax exemption so I cancelled my policies and distributed the cash in my trust to my spouse.” […]
June 22nd, 2015
This is the third and final article in a series intended to help trustees identify many of the steps to be taken and documents they might consider retaining as part […]