Law Made Easy Press
Martin M. Shenkman
P.C. Law Offices of Martin M. Shenkman, P.C.
4 Forest Avenue
Paramus, New Jersey 07652
Andy Swartz Bleakley
Dwyer, Schwartz, Cooney & Finney, LLC.
100 Passaic Avenue
Fairfield, NJ 07004
Special Planning for Insurance: Insurance planning is something that many people don’t know much about.
There are number of different aspects to insurance planning. There are many fallacies that need to be addressed. Here are some tips to ensure the successfully planning of insurance:
TIP OF WEEK: Transferring appreciated securities to a family limited partnership if not planned right you can trigger all of the unrealized gain.
FORM OF THE WEEK: If you have owned an S corporation, make sure you have all the appropriate forms on the S Corporation. Stock of this corporation can only be held by special kinds of trusts. Make sure you own these trusts.
The above is a summary of a radio show episode on WVNJ Radio, with host Martin M. Shenkman, of the Law Offices of Martin M. Shenkman, P.C. an estate planner in Paramus, New Jersey with guest Andy Swartz of Bleakley, Dwyer, Schwartz, Cooney & Finney, LLC. Listen to the video clip of this segment on www.laweasy.com.
Disclaimer: Law Made Easy Press® provides practical and legal, tax, estate and financial information for educational purposes only. The goal is to help you best work with your professionals to save costs, and to obtain better service and results as an informed consumer. There is no assurance that the laws or sample documents are current, that the forms will achieve the desired goal in all circumstances. Laws change frequently and vary from location. Therefore, you should always consult with a local attorney, accountant, or other expert.
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