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.
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).