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The NJ estate tax exemption increased from $675,000 to $2M in 2017 and the tax is repealed in 2018.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. […]
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2467 Date: 19-Oct-16 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman, Richard Greenberg & Glenn Henkel: The New Jersey […]
Introduction Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a client’s religious concerns into the […]
By: Pastor Chris Edmondson and Martin M. Shenkman, Esq. What is Estate Planning? First, let’s define “estate planning” since it is commonly defined too narrowly. Estate planning […]
Introduction and Background It is common to include in a durable power of attorney the right for an agent (the person named to act on behalf of the principal […]
Introduction Powers of attorney are one of the most basic and important estate planning documents. Even most nonprofessionals are well aware of what a power of attorney is and […]
Introduction Estate, financial and related planning must always be tailored to reflect each person’s unique circumstances, needs, goals and objectives. If you or a loved one have been diagnosed with […]
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 […]