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Martin M. Shenkman
Martin M. Shenkman, CPA, PFS, JD, is a
Financial Planning
contributing writer and an estate planner in Fort Lee, New Jersey. He is founder of Shenkman Law. Follow him on Twitter at @martinshenkman
The vital tax planning tool few advisors know
Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.
How the new tax law upends estate planning
Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
Avoid 'dangerous' planning generalizations after new tax law
The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.
Estate tax strategies to help avoid nasty surprises
Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.
How advisors can best serve clients after a cancer diagnosis
Advisors must be prepared with tax and planning strategies to help when clients fall ill.
See more from Martin M. Shenkman
