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All Martin Shenkman's Stories
Do Powers of Attorney Need New Gifting Rules?
April 14, 2015
While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for.
Estate Planning Tips: Before & After Client's Death
March 17, 2015
With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink.
Does Estate Planning Still Matter?
January 29, 2014
Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.
New Ideas for Charitable Remainder Trusts
January 1, 2014
Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.
Big Ideas in Estate Planning Now
December 1, 2013
Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.
Estate Planning Dangers to Avoid
November 1, 2013
Wealthy families' tangled needs can create a mess of inconsistencies and other problems.
New Flexibility for Bypass Trusts
October 1, 2013
Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.
Navigating Through New Tax Rules
June 1, 2013
Higher capital gains and portability call for new strategies for trust assets.
New Take on Trust Strategy
May 1, 2013
Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.
Time for a New Estate Planning Strategy?
April 1, 2013
Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.
The Post-Fiscal Cliff Estate Plan
April 1, 2013
New legislation means big changes for estate planning. Here's what you need to consider.
What's a MILIT?
March 6, 2013
Some advisors already consider it the new Swiss Army knife of financial planning. But how can you use these for your clients?
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Long Haul: Best Mutual Funds for 25 Years
Best Alpha: Which Funds Generate Real Value?
Low-Cost Funds With the Best Returns
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Helping Less-Than-Frugal Clients Retire
Making Retirement Meaningful
The Complications of Longer Life
How ETFs and Robo Innovations are Changing Distribution
Top Planning Schools, by Region
Succession Planning Hurdles: How Do You Stack Up?
Fidelity Ends Betterment Alliance, Also Developing Its Own Digital Advisor
Congress Planning to Close Social Security Loopholes
Veres: Its The End of The World As Advisors Know It
Investing Should Be Painful
DoL Proposal Could End Commissions, Morningstar Says
Conferences & Events
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Women Advisors Forum
Oct 14, 2015
The Sri Conference 2015 To Focus On Rise of "Investing For Impact"
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Marketplace Lending + Investing
Nov 4-5, 2015
New York Hilton Midtown, New York, NY
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