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
advisor phone money
High Net Worth Clients Trust Firms, Markets More Than Individual Advisors
Worldwide high-net-worth individuals’ trust and confidence in wealth management firms and the market as a whole are running high, but their feelings about individual wealth managers aren’t so rosy.
11 Tips for Overwhelmed Executors
Though the scope of an executor’s job varies wildly depending on the size and complexity of the estate she’s managing, here’s a broadly applicable checklist of responsibilities that your clients who become executors should consider.
Whistleblower Ties Northern Trust to NHL Fraud Scheme
Secret recordings may link the bank to a real-estate scheme that defrauded several professional hockey players out of roughly $13.5 million.
DOL Lawsuit Goes Shopping for a Forum 2
Some financial industry heavyweights are on a forum-shopping trip to try and block the Department of Labor’s controversial fiduciary rule.
Wealth Managers Should Mind the Digital Gap
Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame.
retirees
Wealthiest Plan Investors Are Least Satisfied, Most Pessimistic
The oldest and wealthiest retirement plan participants are also the most pessimistic about their financial futures.
Top 10 Most Collectible Living Artists
Artnet recently compiled data on third-party sales from 2011–2016 to create a database of the 100 most collectible living artists. Here are the top 10 based on total volume of sales.
13 Telling Portrayals of Financial Professionals in Film
Here’s a look at some of the most striking portrayals of financial advisors in film over the last 30 years and some thoughts on how they may reflect society’s view of the industry at the time of their respective releases.
Obama Administration Cracks Down On Foreign Tax Evasion
The White House announced a series of initiatives that will attempt to close some of the loopholes used by foreigners to hide assets in the U.S.
Social Security Adminstration Clears Up Same-Sex Marriage Penalty
The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages.
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.
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