Article Results (Showing 1 - 9 of 9) RSS Alert
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Twistin’ Taxes Away
Life insurance is a key ingredient not just in financial plans, but also in estate plans. While many estate planners are generally aware of this,...
Financial Planning, 09/01/08 by Martin M. Shenkman · More from publication -
PROTECT THE WEAK
More than 5 million Americans have Alzheimer's disease, more than 400,000 are living with multiple sclerosis (MS) and millions more are living with...
Financial Planning, 06/01/08 by Martin M. Shenkman · More from publication -
Another Door Closes
The deductibility of investment management fees is a significant issue for many wealthy clients. The Supreme Court recently reached a rather...
Financial Planning, 05/01/08 by Martin M. Shenkman · More from publication -
Decision
Articles abound in the estate and financial planning media about the benefits of using a unitrust for the administration of trust funds. This...
Financial Planning, 03/01/08 by Martin M. Shenkman · More from publication -
Succession Planning for the Solo Professional Practitioner
Succession Planning for Professional Practices As attorneys and CPAs you will be called upon to help most of your professional practice clients...
Attorney-CPA, The, 01/01/08 by Shenkman, Martin M · More from publication -
Succession Planning for the Solo Professional Practitioner
Attorney - CPA, The, 01/01/08 by Shenkman, Martin M · More from publication -
Be a Trust Team Player
You've helped your longtime clients, theSmith family, put together a great estate plan. You recommended an irrevocable life insurance trust holding...
Financial Planning, 11/01/07 by Martin M. Shenkman · More from publication -
College Savings 201
529 plans are the holy grail of coll- ege savings for most Americans, but not for your wealthiest clients. Almost every planner targets...
Financial Planning, 10/01/07 by Martin M. Shenkman · More from publication -
The Great Powers
You're helping your clients plan for retirement and you coordinate their estate planning-but documents, that's an issue for the client's attorney....
Financial Planning, 09/01/07 by Martin M. Shenkman · More from publication
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