Broker Check

Episode # 91 of "Jonathan On Money" podcast has dropped!

January 16, 2025
Episode # 91 of "Jonathan On Money" podcast has dropped!
You can listen on my website or wherever you get your podcast.
This week we go IN FOCUS with Marty Shenkman who will discuss "Post-Election: The New World of Estate Planning.”

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!