June 5th, 2019
Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2728 Date: 04-Jun-19 From: Steve Leimberg’s Estate Planning Newsletter Subject: Martin M. Shenkman & Jonathan Blattmachr: Estate Planning Updates and Planning […]
March 14th, 2019
Stanley H. Teitelbaum and Martin M. Shenkman, contributors for WealthManagement.com Give your client options to help deal with tough emotional issues. Disinheritance creates complicated issues for many families. There are […]
February 4th, 2019
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 […]
January 8th, 2019
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 […]
December 27th, 2018
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 […]
December 27th, 2018
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. […]
December 27th, 2018
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. […]
December 27th, 2018
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 […]
December 27th, 2018
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 […]
December 27th, 2018
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 […]