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 […]
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 […]
November 10th, 2017
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2597 Date: 02-Nov-17 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin Shenkman’s Day 1 Notes from the 43rd Annual Notre Dame […]
May 26th, 2015
Introduction What steps can solo professional practitioners take to address succession planning? If you as a solo practitioner become incapacitated, who can step in to assist? What happens to […]