Grief: Financial and Estate-Planning Services
April 9th, 2020WealthManagement.com Oct 02, 2019 Wendy Z. Cox, Martin M. Shenkman Advisors need to understand and talk about grief to better serve their clients. There are many types of grief. Most […]
WealthManagement.com Oct 02, 2019 Wendy Z. Cox, Martin M. Shenkman Advisors need to understand and talk about grief to better serve their clients. There are many types of grief. Most […]
WealthManagement.com Aug 07, 2019 Martin M. Shenkman Merging or decanting an old trust into a new and improved trust has become so popular that some have pushed the edges seeking […]
WealthManagement.com Jun 25, 2019 Richard L. Fox, Jonathan G. Blattmachr, Martin M. Shenkman The Internal Revenue Service just issued final regulations (final regs) which, consistent with the proposed regulations (proposed […]
WealthManagement.com Jun 13, 2019 Martin M. Shenkman A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk if the client does […]
WealthManagement.com May 14, 2019 Martin M. Shenkman Deciding on an appropriate withdrawal rate in retirement could have a profound impact on a client’s estate plan, especially in the current environment. […]
WealthManagement.com Apr 02, 2019 Alan Gassman, Martin M. Shenkman What’s the distinction between characterizing someone as an employee or independent contractor? Perhaps more importantly, do you as a wealth advisor […]
WealthManagement.com Mar 27, 2019 Stanley H. Teitelbaum, Martin M. Shenkman Proper planning not only requires skilled expertise in legal, tax and financial matters, but keen attention to the emotional impact […]
WealthManagement.com Mar 21, 2019 Martin M. Shenkman Trusts are ubiquitous in asset protection and estate planning. Regardless of a client’s wealth level, he should be using trusts to avoid problems […]
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 […]