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 #32: Adapting to the Current Market Conditions and Barry Seidel, Esq. Sharing Evolving Business Practices

Episode thirty two of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with returning guest Richard Koerner, the Senior Vice President, Sector | ETF Strategist Manager at Fidelity Investments. Jordan Kimmel then joins the show to speak with Barry Seidel, Attorney at Law - The Queens law firm of Barry Seidel & Associates.

The Lebenthal Report Episode #29: Long-Term Planning

Episode twenty nine of The Lebenthal Report is now available! On this episode, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.