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Plan Ahead to Protect Your Assets
August 6, 2019
… will help protect your assets tomorrow. Panelists Martin M. Shenkman, CPA, MBA, PFS, AEP, JD Founder, Shenkman Law Ann Koerner, RN, BSN, CRRN President and …
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Estate Planning Everyone Needs Now : Updating Important Documents in 2020, and Using Charitable Trusts as IRA Beneficiaries
September 2, 2020
… as a beneficiary of an IRA. Featured presenters: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD Founder, Shenkman Law Jonathan Blattmachr Principal, Pioneer …
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How to Plan for 2021 Estate and Income Tax Changes
March 10, 2021
… 24 25 26 27 28 29 30 31 Day ${selected} 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 … Register for Webinar How to Plan for 2021 Estate and Income Tax Changes First Name Last Name Email Postal Code … or establish estate plans. But what estate and income tax changes might we expect under the new Administration? In …
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Managing Finances, Estate Plans and More during Uncertain Times: Part II
May 8, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …
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Managing Finances, Estate Plans and More during Uncertain Times: Part I
May 6, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …
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Managing Finances, Estate Plans and More during Uncertain Times: Part III
May 11, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …