Featured Articles

Will Review

No will is final until its author dies, or is otherwise unable to change it. As circumstances change, provisions of an existing will can become hopelessly out-of-date. In any case, it is wise to review your will from time to time to see whether adjustments may be in order. Nevertheless, certain categories of family and […]

Read more

Video: What is Asset Protection Planning?

Speaker: Martin M. Shenkman, CPA, MBA, PFS, JD Safeguarding your assets from malpractice claimants and other litigation and divorce claims is a key part of any estate and financial plan. Society remains very litigious. While insurance coverage should be one of your first lines of defense, insurance is not guaranteed to protect against all claims […]

Read more

Get Started on Estate Planning

Your estate is everything that you own. So, just as if you were called upon to fill out a personal balance sheet for a loan or mortgage, you need to prepare a similar document for your will planning. (In this context it’s called an estate estimator.) An estate estimator includes some items not typically included […]

Read more