Reprinted from Steve Leimberg’s Estate Planning Email Newsletter January 2019 Over the course of many years, LISI has been delighted to provide members with Marty Shenkman’s notes from the proceedings […]
Reprinted from Leimberg Information Services, Inc. January 8, 2019 “This newsletter is intended to provide clients with ideas how to enhance their planning in the new 2019 year. It can […]
Martin Shenkman Contributor Forbes.com Revocable trusts are about as common to estate planning as peanuts at a ballgame. These are contractual agreements between you (called the Settlor or Grantor) and […]
Martin Shenkman Contributor Forbes.com So, we estate planners have perfect estate and financial plans and nary a worry. Not! Most professionals are like the proverbial shoemaker with the barefoot children. […]
Martin Shenkman Contributor Forbes.com Your estate planning, including business buy-sell arrangements, trusts, prenups, are all intertwined, and all affected by the 2017 Tax Act, often in surprising and odd ways. […]
Martin Shenkman Contributor Forbes.com Adviser phones are r-ING-ing off the hook with questions about INGs. Taxpayers seem to love the hot item of the day. Now, I love a good ING as […]
Martin Shenkman Contributor Forbes.com The 2017 Tax Act doubled the estate tax exemption and basically eliminated the tax benefits for charitable bequests for most donors. But creative planning can both […]
Martin Shenkman Contributor Forbes.com New Tax Law: New Charitable Planning The Tax Cut Jobs Act of 2017 changed the landscape for charitable giving. While charitable giving has never only been motivated […]
Martin Shenkman Contributor Forbes.com New World of Charitable Planning The non-tax benefits of charitable giving should be, and often are, important to motivating and planning donations. Most donors, other than […]
Martin Shenkman Contributor Forbes.com IRS regulation restricts contributions in lieu of state tax payment to avoid SALT restrictions, but options remain daring taxpayers living in high tax states that have […]