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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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.” […]
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 […]