Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will go IN FOCUS where we cover more advanced wealth planning topics.

In this week’s episode, we are joined by Today, we are joined by Marty Shenkman of Shenkman Law based in New York, who spoke on the topic of "Post-Election: The New World of Estate Planning.”

This episode will cover what people should be doing with respect to estate planning with a new President in the White House. Will the 2026 reduction in the exemption happen and if so what planning should be done (hint – much of the planning done is less than optimal). But planning only for 2026 misses a critical aspect of estate planning and may leave your plan lacking (hint – we live in the most litigious society and that is not changing). What other issues should be considered: Corporate Transparency Act filings, Buy Sell Agreement updates, failure to address Powell issues, and more!

***UPCOMING LIVE WEBINAR: LIVE WEBINAR on Tuesday, January 28th at 8:30am (EST) featuring Elizabeth Forspan, a Partner at Forspan Klear based in Great Neck, NY. She will be speaking on the topic "Where Good Estate Planning Equals Poor Elder Care Planning." Register here: https://us02web.zoom.us/webinar/register/WN_-RCQ_TPLQte0QJRXoCsiiw ***

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