Lenox Newsletters


Lenox Wealth Management Advisor - May - June 2010 issue (PDF)
Click above to read tips on protecting and chatting with your kids about being online.

Lenox Wealth Management Advisor - March - April 2010 issue (PDF)
Click above for an article by G. Warren Whitaker of Day Pitney, LLC, entitled "International Tax and Estate Planning Tips."

Lenox Wealth Management Advisor - January - February 2010 issue (PDF)
Click above to read an article by Jeffrey J. Danile, Partner, Blair & Potts, entitled "What’s in a Name? The Importance of Asset Titling in Estate Planning".

Lenox Wealth Management Advisor - November - December 2009 issue (PDF)
Click above for an article by Daniel P. Fitzgerald, Esq. of Cummings and Lockwood’s Private Client Group, entitled “Qualified Personal Resident Trusts: It is all about the finish."

Lenox Wealth Management Advisor - September - October 2009 issue (PDF)
Take these steps to reduce your risk of becoming a victim of identity theft.

Lenox Wealth Management Advisor - July - August 2009 issue (PDF)
Kevin C. Kelly, a Partner of Bishop, Jackson & Kelly, LLC, shares how "Special Needs Trusts Offer Benefits for Families with Disabled Children."

Lenox Wealth Management Advisor - May - June 2009 issue (PDF)
Read about "Navigating State Estate Taxes In 2009 And Beyond" by Robert A. DeVellis, Blair & Potts, with Josh Sarner, Associate, Blair & Potts

Lenox Wealth Management Advisor - March - April 2009 issue (PDF)
Read this "The uniqueness of the chinese stock market" excerpt from Dr. Burton Malkiel’s book, From Wall Street To The Great Wall.

Lenox Wealth Management Advisor - January-February 2009 issue (PDF)
Click above for Christopher Sheldon’s article The Months That Changed The Financial World

Lenox Wealth Management Advisor - November-December 2008 issue (PDF)
Read about Saving Estate Taxes (and a Business) With a Graegin Loan by Martin Shenkman

Lenox Wealth Management Advisor - September-October 2008 issue (PDF)
Iven Taub explains why Estates With A Non-Citizen Spouse Are Not Protected

Lenox Wealth Management Advisor - July-August 2008 issue (PDF)
Read Nick Tarrant’s facts and myths leading to an IRS audit

Lenox Wealth Management Advisor - May-June 2008 issue (PDF)
Attorney David Shayne relates how Congress has squeezed the states for estate taxes

Lenox Wealth Management Advisor - March-April 2008 issue (PDF)
Richard Duffy, Partner of Wolf, Block, Schor and Solis-Cohen LLP asks "Do You Know Who Your "Descendants" Are?"

Lenox Wealth Management Advisor - January-February 2008 issue (PDF)
Read about Income Tax Savings and Your State of Residence by Seth Starr of Frankel, Laughran, Starr and Valone.