Michael Fliegelman – Page 11

Disability Claims
Disability Claims

Disability Claims

When someone has a disability policy and then becomes disabled, one of the most important things they need to do is properly complete the disability claim process and application. I urge all of my clients: When you become disabled, give me a call before processing and sending in the disability claim form. Let me allow […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By Michael Fliegelman|2016-10-20T02:21:23+00:00October 19th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments

Disability Insurance and Buy-Sell Agreements
Disability Insurance and Buy-Sell Agreements

Disability Insurance and Buy-Sell Agreements

{3:12 minutes to read} Disability insurance is the forgotten insurance. Most of the time when people think about insurance they think about

By Michael Fliegelman|2016-10-20T02:22:17+00:00October 10th, 2016|Blog, Financial Planning, Insurance Planning|0 Comments

Measurement vs Calculation
Measurement vs Calculation

Measurement vs Calculation

{2:18 minutes to read} The subject of this blog is a concept I learned recently when I went to get fitted for my golf clubs. It had to do with 2 types of determinants: measurement and calculation.

By Michael Fliegelman|2016-10-20T02:22:43+00:00September 9th, 2016|Blog, Estate Planning, Insurance Planning|0 Comments

No More Discounts
No More Discounts

No More Discounts

{2:00 minutes to read} For years, estate planners have been using a strategy to avoid estate taxes wherein gifts to children or others are entitled to be discounted. The interest in the business or real estate entity is a minority interest and/or has a lack of marketability, therefore a reduction in the gift’s value is appropriate.

By Michael Fliegelman|2016-10-20T02:23:14+00:00August 29th, 2016|Blog, Estate Planning|0 Comments

Goodbye to Prince—and a Chunk of His Estate
Goodbye to Prince—and a Chunk of His Estate

Goodbye to Prince—and a Chunk of His Estate

{3:06 minutes to read} On April 21, Prince (Rogers Nelson) died, leaving a $250 million estate. Because there was no will and no proactive estate plan, within 9 months Prince’s estate will have to come up with about $100,000,000 in estate taxes.

By Michael Fliegelman|2016-10-20T02:23:41+00:00August 15th, 2016|Blog, Estate Planning|0 Comments

Whose Money Is It Anyway?
Whose Money Is It Anyway?

Whose Money Is It Anyway?

{3:36 minutes to read} When clients or individuals reach the age of 80-85, sometimes their health is failing. Health care decisions may be made by others (many times the adult children), the appointed health care proxy, or the health care agent. This same adult child/children will also be left in charge of the money decisions. Recently, I had the experience of seeing how that can create a lot of problems.

By Michael Fliegelman|2016-10-20T02:24:05+00:00August 2nd, 2016|Blog, Estate Planning, Financial Planning, Long Term Care Insurance|0 Comments

Reverse Mortgages – An Interview With Warren Goldberg, Part 2
Reverse Mortgages – An Interview With Warren Goldberg, Part 2

Reverse Mortgages – An Interview With Warren Goldberg, Part 2

{5:30 minutes to read} In Part 1 [LINK] of our interview with Warren Goldberg, we discuss some of the misconceptions that people have about reverse mortgages. In Part 2, we will go into more depth about the rules surrounding reverse mortgages, such as who can get one, age minimums, and how borrowers can benefit.

By Michael Fliegelman|2016-10-20T02:24:36+00:00July 19th, 2016|Blog, Estate Planning, Retirement Planning|0 Comments

Elder Law and Estate Planning: An Interview with Chris Petillo Part 2
Elder Law and Estate Planning: An Interview with Chris Petillo Part 2

Elder Law and Estate Planning: An Interview with Chris Petillo Part 2

{3:48 minutes to read} In Part 2 of our conversation with Chris Petillo, Certified Elder Law Attorney (CELA) and Certified Public Accountant (CPA) with the law firm of Feldman, Kramer & Monaco, P.C, we concentrate on Medicaid and a little-known way to boost your retirement funds using your health savings account:

By Michael Fliegelman|2016-10-20T02:26:08+00:00July 6th, 2016|Blog, Estate Planning, Long Term Care Insurance, Retirement Planning|0 Comments

Reverse Mortgages – An Interview with Warren Goldberg, Part 1
Reverse Mortgages – An Interview with Warren Goldberg, Part 1

Reverse Mortgages – An Interview with Warren Goldberg, Part 1

{3:48 minutes to read} Today we are speaking with Mr. Warren Goldberg, from Mortgage Wealth Advisors in Plainview, New York. Continuing the theme from last month, we're going to be talking about retirement and distribution planning.

By Michael Fliegelman|2016-10-20T02:26:40+00:00June 16th, 2016|Blog, Estate Planning, Retirement Planning|0 Comments

Elder Law and Estate Planning: An Interview with Chris Petillo Part 1
Elder Law and Estate Planning: An Interview with Chris Petillo Part 1

Elder Law and Estate Planning: An Interview with Chris Petillo Part 1

{3:48 minutes to read} Today, our guest is Christopher Petillo, Certified Elder Law Attorney (CELA), and Certified Public Accountant (CPA) with the law firm of Feldman, Kramer & Monaco, P.C. He is an attorney whose expertise is in the areas of elder law and estate planning.

By Michael Fliegelman|2016-10-20T02:27:24+00:00June 10th, 2016|Blog, Estate Planning|0 Comments

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About Michael Fliegelman