While no one can predict the 2020 election, there is a possibility of a shift of control in Washington to consider. In addition, changes in demographic trends, and increasing elder financial abuse, the challeng...
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Watch the video below on Catholic Estate Planning. we make clear why it is important for estate planners to be mindful of how Catholic religious imperatives and views affect financial and estate planning. View ...
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On June 21st, the Supreme Court of the United States entered its opinion in North Carolina v. Kaestner, 588 US (2019). The Kaestner case represents an extremely important decision for all estate planners, trust...
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Pastor Chris Edmondson, Jonathan Blattmachr, Esq. and Martin Shenkman, Esq. address Christian estate and financial planning. Should an attorney address religious considerations? Do clients care about religious ...
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This 90 minute program will review new cases, rulings, news articles and more from the first four months of 2019. Included in the discussion will be an analysis of the Sanders tax bill which might serve as a bl...
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Martin Shenkman, Esq., and Valentino Sabuco, Executive Director for The Financial Awareness Foundation that has helped pioneer the 'fee-only' financial planning profession over the last 40 years as a practice o...
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The actual rule is if you can provide some information you shift the burden back ti IRS for the IRSD to have to present a different basis analysis....
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When it comes to irrevocable trusts, many people believe you cannot make changes after it is established. However, that is not the case. You have the option to decant an irrevocable trust, which will allow you ...
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Statistics around legacy planning Specific process, Stages and timeline Benefits for the family Benefits for the advisor & attorney...
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