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.
Client Appreciation Brunch 2023
Thank you to everyone who attended our Client Appreciation Brunch this past weekend!
We look forward to seeing you again next year. Save the Date— May 11th, 2024!
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 #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.
