How Neurologic Conditions Affect Planning
January 24th, 2022Trusts & Estate’s Magazine July 2014 Planning for the challenges of aging and disability is an integral part of what every estate planner addresses. However, what exactly does this […]
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Financial And Estate Planning Steps To Take Now: Special Considerations For Those With Brain Disease
September 19th, 2021Originally 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, […]
Power Of Attorney: An Essential Legal Document You May Have To Prepare Yourself
September 14th, 2021Originally 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 […]
Coronavirus: Living Wills And Health Proxies – What Steps Should You Take Now
September 13th, 2021Originally 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 […]
Eight Steps for Updating Health Care Documents
April 9th, 2020WealthManagement.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, […]
Should Inheritances be Equal or Fair?
April 9th, 2020WealthManagement.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, […]
Disinheriting an Heir
April 9th, 2020WealthManagement.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 […]
Beware of the Risks of Assuming the Role of Guardian
April 9th, 2020WealthManagement.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 […]
Having Tough Client Conversations About Health Issues
April 9th, 2020WealthManagement.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 […]
Highlights of the Wolters Kluwer Financial and Estate Planning Advisory Board Meeting
December 12th, 2018Reprinted 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 […]