July 19, 2018
Advisors magazine interviewed Tax Manager Michael Feinfeld about the proper approach to estate planning.
By Matthew D. Edward
Featured: By Michael Feinfeld, Manager, Tax & Business Services
Excerpt:
"You can wind up with a plan that doesn't meet your needs at a certain point," Feinfeld said, adding that estate plans should be re-investigated on major life milestones such as deaths, marriages, or divorces. Clients also should take a look at their estate plan every five to seven years whether they have passed a milestone or not, he said.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
DOWNLOAD THE MARCUM ON THE GO APP
