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The Estate Planner

A Newsletter for estate planning practitioners

The Estate Planner
 

July 20, 2016

Pre-Election Estate Tax Proposals: Clinton vs. Trump

Martin M. Shenkman

Practitioners should put all clients involved in active planning on notice of Clinton and Trump’s proposals because they’re so dramatically different.

FULL ARTICLE


Five Tips for Talking About Money With Adult Children

Pearce Landry-Wegener

Help your clients with this difficult conversation. Learning good financial habits can be central to a successful and independent adulthood.

FULL ARTICLE


Creating an Effective Digital Estate Plan

Christopher Steele

The average user possesses upwards of 90 online accounts. What exactly happens to those accounts when your clients die?

FULL ARTICLE


House Republican Tax Reform Policy Agenda

Conrad Teitell

Here are the proposals in the Blueprint that directly affect charities and their donors.

FULL ARTICLE


Six Important Lessons About Philanthropy

Bruce DeBoskey

Six key lessons to design, implement and evaluate a wide variety of ways to make philanthropy more impactful.

FULL ARTICLE


Life Becomes Harder for Some Israeli NGOs

Martin Levine

Martin Levine discusses the new law that raises public disclosure requirements for these organizations and why some critics believe the bill is an attempt to silence opposition to government policy rather than a move toward greater transparency.

FULL ARTICLE


 

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