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

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

Today, we are joined by Brian Balduzzi and Lisa Presser both from the law firm Faegre Drinker Biddle & Reath based in Philadelphia and Princeton, NJ . Brian and Lisa will be discussing “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Given the potential sunset of the Tax Cuts and Jobs Act or a repeal of the federal estate and generation-skipping transfer tax, this program will discuss some estate planning topics that may have been missed or overlooked by advisors and clients. These over-looked tips in estate planning include life insurance planning, broad limited powers of appointment, QTIP-able trusts, GRATs, and more.

***UPCOMING LIVE WEBINAR: On Thursday, May 8th @ 8:30am (New York time) featuring Timothy Noonan, a Partner at Hodgson Russ LLP based in Buffalo, NY will be speaking on “Hot Topics in NY Tax Audits and Enforcement.”

Register here: https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1. Talking points: Financial Considerations Before Making Aliyah

2. This week’s quote is from Epictetus

3. Should I be concerned that the S&P 500 is so concentrated in a few stocks?

4. Does it make sense to fully fund 529 accounts for each of my kids?

5. Should I buy Bitcoin now? I’m afraid I missed the boat by not buying it before.

6. I was told to set up a SLAT for asset protection reasons. I’m a do it yourself type of guy, so how would you recommend setting this up myself and not hiring a lawyer?

7. What are your thoughts on how to avoid the additional IRMAA payments if my income keeps rising?

8. Timely & Actionable Idea: Concentrated investments can make you rich but may not keep you rich.

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.

Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:

1. Talking points: The Passover Paradox

2. This week’s quote is from Christopher Columbus

3. Should I diversify my investments out of just the S&P 500 or just keep it in that fund given the high returns?

4. Do you have a minimum account size?

5. Do you think encouraging a child to work in high school to make money is essential to have a positive financial trajectory or should they just be focused on doing well in school and extracurricular activities?

6. I was listening to Bloomberg and the commentator said that the S&P 500 was “unched” for the day. What does that mean?

7. Timely & Actionable Idea: 6 Tactical Moves to Make In A Bear Market

***UPCOMING LIVE WEBINAR*** On THURSDAY, April 24th at 8:30am (EST) featuring, Brian Balduzzi and Lisa Presser both from law firm Faegre Drinker Biddle & Reath. Brian and Lisa will be speaking on “5 Over-Looked Estate Planning Tips to Consider for 2025.”

Register here: https://us02web.zoom.us/webinar/register/WN_FPIpD4oASHO-pW6MKtYxFA ***

Stay connected:

1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn

Hosted on Acast. See acast.com/privacy for more information.