David H. Lenok

David
H. Lenok
Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

Articles
The Baby Boomer Retirement Savings Crisis Shifts Gears
Recovering markets have boomers less worried about being able to retire and more concerned with making the money last.
Lack of Will Makes Prince an Enigma in Death, Too 3
It’s looking increasingly likely that recently deceased music icon Prince died without a will or other testamentary documents in place.
Seven Family Business Succession Lessons From Prince
Here’s a look at seven (get it?) songs from Prince’s enormous catalog and some corresponding lessons that we can draw from them about family business succession planning.
Fourteen Estate Planning Lessons From 'Game of Thrones' 3
All men must die. For fans of Game of Thrones, the show’s parade of deaths over five seasons provides a practical guide to succession planning do’s and don’ts. Check out our top 14.
Ten Late Tax Filing Excuses: Which Ones Work?
Here are five reasons for filing taxes late that may win you sympathy from the IRS; and five that definitely won't.
Panama Papers Reveal U.S. Mastery of the Shell Game 3
The U.S. plays the tax haven shell game better than just about anybody.
The Final DOL Fiduciary Rules at a Glance
An overview of the final version of the Department of Labor’s fiduciary rule to tide you over while you wade through the official version.
What Do the Panama Papers Mean for Offshore Wealth Management?
Mossack Fonseca, the law firm at the center of the Panama Papers scandal, is one of the last bastions of a shadowy international financial system in rapid decline.
The 10 States With the Highest and Lowest Tax Rates in 2016
A recent WalletHub study ranked all 50 U.S. states and the District of Columbia based on effective total state and local tax rates on median households.
UHNW Advisors Are Losing the Digital Race 1
Firms that serve the richest clients are the ones falling furthest behind on technology.
What Scares Wealthy Clients Most?
Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes.
Foreign Financial Account Filings Exceeded 1 Million in 2015
The IRS crows about improving awareness of and cooperation with offshore tax rules.
Increasingly, Women Control Wealth and Charities Benefit
High-net-worth women are taking an increasingly active role in household financial planning—and that’s good news for charities.
Clients Are Least Prepared for This Threat
Clients are very concerned about the financial ramifications of getting Alzheimer’s—they’re just not doing anything about it.
Millennials Driving Family Office Interest in Socially Responsible Investing
Although the number of family offices practicing any strategy involving SRI is small, interest in SRI is nonetheless high.
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