Mark Fishbein

07/02/2026

𝗛𝗼𝘄 𝘁𝗼 𝘀𝘁𝗼𝗽 𝗽𝘂𝘁𝘁𝗶𝗻𝗴 𝗼𝗳𝗳 𝘆𝗼𝘂𝗿 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻, 𝗮𝗻𝗱 𝘄𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸.
Recent data from financial planners reveals that most people are hesitant to commit to any sort of estate planning, instead opting to defer when possible — a trend which could have negative impacts down the line if not addressed early.
https://news.halstonmedia.com/hudson-valley-living/premium/stacker/stories/how-to-stop-putting-off-your-estate-plan-and-why-it-matters-more-than-you-think,80849

72% of clients express interest in estate planning but don't act. Here's what the data says about inertia, timing, and how advisors can change the outcome.

06/30/2026

𝟱 𝗥𝘂𝗹𝗲𝘀 𝗔𝗿𝗼𝘂𝗻𝗱 𝗥𝗲𝘃𝗼𝗰𝗮𝗯𝗹𝗲 𝗟𝗶𝘃𝗶𝗻𝗴 𝗧𝗿𝘂𝘀𝘁𝘀 𝗦𝗲𝗻𝗶𝗼𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗥𝗲𝘃𝗶𝗲𝘄 𝗪𝗶𝘁𝗵 𝗮𝗻 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆.
Many seniors believe that once they create a revocable living trust, their estate planning is finished for life. In reality, laws, tax rules, beneficiary situations, and healthcare planning needs can change quickly, especially as retirement progresses.

Seniors should review these five revocable living trust rules before June to avoid probate mistakes, tax confusion, and Medicaid surprises.

06/27/2026

𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵

The conversation about sustainability has expanded over the last decade from product choices to investment portfolios. The next chapter is estate planning. How wealth transfers across generations shapes the social and environmental outcomes that the sustainability conversation tracks.

The next 20 years will see the largest wealth transfer in history. Discover how families are aligning estate planning with ESG and sustainability principles.

06/25/2026

𝟱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘁𝗼 𝗗𝗶𝘃𝗲𝗿𝘀𝗶𝗳𝘆 𝗮 𝗖𝗼𝗻𝗰𝗲𝗻𝘁𝗿𝗮𝘁𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻.
A concentrated stock position exists when a single stock makes up a disproportionately large share of total investable assets. Generally, this is defined as more than 10-15% of the portfolio. But many high-net-worth investors exceed that threshold by a wide margin, sometimes holding 30%, 50% or even more in one company.
https://www.aol.com/articles/5-strategies-diversify-concentrated-stock-000933907.html

A concentrated stock position exists when a single stock makes up a disproportionately large share of total investable assets. Generally, this is defined as more than 10-15% of the portfolio. But many high-net-worth investors exceed that threshold by a wide margin, sometimes holding 30%, 50% or even...

06/22/2026

𝗪𝗵𝘆 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝗶𝗲𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗰𝗵𝗮𝗻𝗴𝗲 𝗮𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝗰𝗼𝗺𝗲 𝗴𝗿𝗼𝘄𝘀.
Many people think financial priorities stay constant as income rises. They’re wrong, according to Andrew Lokenauth from Fluent in Finance, who closely follows policy changes that impact household budgets.

06/20/2026

𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗳𝗼𝗿 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝗙𝗮𝗺𝗶𝗹𝗶𝗲𝘀.
Blended families are now a defining feature of modern life. As remarriage and later-in-life family formation become more common, many individuals find themselves balancing deep commitments to a current spouse while also feeling a lifelong responsibility to children from a prior relationship.

06/18/2026

𝗛𝗼𝘄 𝘁𝗿𝘂𝘀𝘁𝘀 𝗰𝗮𝗻 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝗳𝘂𝘁𝘂𝗿𝗲 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀.
The transfer of assets between generations is often a complex process, and many individuals don’t have appropriate structures in place to preserve their wealth for the next generation.

06/16/2026

𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗗𝗲𝘀𝗶𝗴𝗻𝗮𝘁𝗶𝗼𝗻𝘀 𝗚𝗼𝗻𝗲 𝗪𝗿𝗼𝗻𝗴
The battle over one doctor’s retirement account serves as a reminder to update clients’ forms.

06/16/2026

Farm and Ranch Estate Planning Workshop to Help Families Navigate the Future of Their Operation.

05/06/2026

𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 𝗧𝗿𝘂𝘀𝘁 𝗖𝗮𝗻’𝘁 𝗦𝗵𝗶𝗲𝗹𝗱 𝗥𝗲𝗮𝗹 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻 𝗢𝘁𝗵𝗲𝗿 𝗦𝘁𝗮𝘁𝗲𝘀.
In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question of whether the Internal Revenue Service could reach real property held in a trust to satisfy a federal tax lien, ultimately concluding that the real property was accessible to satisfy the lien.