Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced. What steps can you, your loved ones and family take to make this challenging time safer and easier from a…
WealthManagement.com Apr 22, 2020 Susan Joy Bruno, Marc Minker, Martin M. Shenkman Panicking in the face of a pandemic (or any dramatic event) is a terrible way to manage a stock portfolio, and it doesn’t work well with your clients’ life insurance coverage either. The most important thing to remember when it comes to life…
Gain insight from a leading authority on mindfulness, and the role it plays in achieving peak performance. Learn techniques to improve the power of presence, and focusing that energy in ways to fuel personal and professional performance. Learn how mindfulness techniques can unlock peak performance even during this difficult time. Our modern “connected” culture leaves…
Steve Leimberg’s Estate Planning Email Newsletter Archive Message #2789 Date:17-Apr-20 Subject: Mary Vandenack, Martin Shenkman & Jonathan Blattmachr on Managing the Remote Law Practice and Other Practical Administrative Considerations during Coronavirus “By this time, most of us have been working entirely or primarily remotely for at least a couple weeks. While we were hoping the…
WealthManagement.com Oct 16, 2019 Amanda Koplin, Martin M. Shenkman The stats are significant. According to the National Cancer Institute, one in three women and one in two men will receive a cancer diagnosis in their lifetime. That means no professional advisor can avoid dealing with the impact of cancer on clients and their families and…
WealthManagement.com Feb 25, 2019 Sandra D. Glazier, Martin M. Shenkman Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter can help establish policies to encourage good communication. Read their commentary here.
WealthManagement.com Jul 26, 2017 Martin M. Shenkman Every estate and financial planner must ask and discuss tough issues with clients. One of the toughest centers around the client’s health. Without an understanding about health, the client and/or a family member faces, proper planning isn’t possible. The impact health issues might have on the client’s finances,…
WealthManagement.com Feb 29, 2016 Martin M. Shenkman I was recently asked by the Pulmonary Hypertension Association to present a webinar on estate and financial planning for those living with pulmonary You can see a recording of the webinar and the PowerPoint at www.phaclassroom.org/financialplanning and visit the organization’s primary website at www.phassociation.com. If your client is…
Trusts & Estate’s Magazine April 2016 Martin M. Shenkman, Neil D. Blicher, Anthony R. Bartlett & Dania Jekel Asperger syndrome (AS) is a neurological condition on the autism spectrum. It’s a pervasive developmental disability that affects an individual throughout his life. Planning for anyone living with AS requires an understanding of its unique nuances. That…