Articles by Martin Schamis

  • Estate Planning for the Family of a Child With Special Needs

    Martin Schamis December 14, 2023

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

  • A Family Conversation on Estate Planning

    Martin Schamis July 25, 2023

    While having a family conversation about your estate plan may be uncomfortable, such dialogue can help avoid surprises, lead to better financial planning, and help you develop a long-lasting family legacy. Here’s how to get one started.

  • How to Start Planning Retirement Withdrawals

    Martin Schamis June 2, 2023

    Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”

  • Optimizing Tax Strategy and Charitable Giving With a Donor Advised Fund

    Martin Schamis May 22, 2023

    When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor Advised Fund (DAF).

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