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, […]
Originally posted on Forbes.com What is a Power of Attorney: It’s a legal document you sign and appoint a person, called your agent, to handle legal, tax and financial […]
Originally posted on Forbes.com Coronavirus Impact on Your Key Legal/Health Care Decision Documents: Coronavirus, novel Coronavirus, or COVID-19 is a novel viral infection that can cause severe pulmonary insufficiency […]
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 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 Aug 23, 2017 Martin M. Shenkman A New Jersey case evaluated the performance of a court-appointed guardian for an incompetent ward. A charity (The Society for the Propagation of […]
WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without […]
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 […]
The NJ estate tax exemption increased from $675,000 to $2M in 2017 and the tax is repealed in 2018. President Trump has proposed a repeal of the federal estate tax. […]