The Lebenthal Report Episode #126: Asset Division-- Insights for Divorcing Couples

On this episode of The Lebenthal Report, hosts Michael and Dominick welcome special guest Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. Together, they delve into crucial financial topics, spanning from planning and security to the intricate details of divorce. Karen brings her expertise to discussions about asset division strategies and the importance of updating life insurance beneficiaries post-divorce. Dive into their insights on the impact of rising interest rates on loans and the complexities of negotiating QDROs during divorce proceedings. This episode emphasizes the necessity of full financial disclosure, the pivotal role of tax advisors, and the critical need for regular beneficiary updates. Whether you are navigating divorce or aiming to safeguard your financial future, don't miss this informative episode.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).

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.