This week on The Lebenthal Report, Michael and Dominick welcome back a client favorite, Harold Bollaci, P.C. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips while exploring estate planning, resolutions and financial insights. The conversation extends to residency terms, maintenance responsibilities, and probate insights, highlighting the need for proactive document review and professional guidance.
Uncover the importance of updating beneficiary designations, trust funding, and the significance of clear estate planning in blended families. Protect your legacy by tuning in for a condensed dose of wisdom.
For more information, please contact Harold Bollaci, P.C. at (516) 538-9700.
The Lebenthal Report Episode #96: The Importance of Life Insurance
This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable planning, wealth transfer, and business succession planning situations. Michael, Dominick and Howard discuss how life insurance can be an important part of a comprehensive financial plan. While no one wants to think about their own mortality, life insurance can be used in financial planning as an essential tool for estate planning. They touch upon essential components of a well-rounded financial plan, ensuring that your legacy is protected. As with any financial decision, it's important to do your research and work with a trusted financial advisor to determine the best course of action for your specific situation.
To learn more, check out the full episode on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!
The Lebenthal Report Episode #89: Trust and Estate Update with Harold Bollaci
This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost twenty years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They also answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.
Check out this episode on Voiceamerica.com, YouTube, Apple Podcasts or Spotify!
The Lebenthal Report Episode #69: The Changing Landscape of IRA Withdrawals
On this week’s Lebenthal Report we welcome Tom Duncan. Tom Duncan is a Senior Director in the Advanced Consulting Group for Nationwide and has been with the company since 2000. He has written for numerous financial industry publications and is a much-requested speaker on annuity planning.
Tom holds a Juris Doctor from the University of Dayton, a bachelor’s degree in economics from Denison University and the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations. His areas of specialty include annuities, IRAs, retirement income planning and estate planning.
The Lebenthal Report Episode #60: Potential Bite of State Estate Taxes
On this week’s Lebenthal Report we welcome returning guest Harold A. Bollaci, P.C. Harold has been practicing law in Nassau County and New York City for almost 20 years and specializes in elder law, estate planning, estate administration, and estate litigation. Harold began his legal career at a large law firm in Mineola, NY, where his work focused primarily on real estate transactions, land use and zoning. He appeared on behalf of clients in front of numerous town and village bodies, including planning boards and boards of zoning appeals. He founded his own firm in 2004 and has made it a priority to assist clients in asset preservation and proper estate planning. Harold received his B.A. in International Affairs from George Washington University in 1997, and his Juris Doctor from New York Law School in 2001. He was admitted to practice law in New York in February 2002. Harold serves on the Vestry of St. John’s of Lattingtown and is on the Board of the Long Island Farm Sanctuary.
The Lebenthal Report Episode #15: Estate Planning and Investing in Dividends
Episode fifteen of The Lebenthal Report is now available! On this episode, returning guest Harold A. Bollaci, P.C., a specialist in estate planning, estate administration and estate litigation, speaks with Dominick Tavella and Michael Hartzman. Jordan Kimmel then joins the show to speak with John Dobosz, the deputy editor of investing content for Forbes Media.
