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Estate Planning

Retirement Planning, Procrastination, and Safe Withdrawal Rates

{3 minutes to read}

As we’ve been discussing over the last few weeks, retirement planning has been a focus of mine. I want to continue down that path and talk conceptually about something we call the journey.

When someone is climbing a mountain, the objective is usually to get to the top. But once you have attained […]

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 |2022-03-10T20:04:19+00:00March 10th, 2022|Annuities, Blog, Estate Planning, Financial Planning|0 Comments
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An Intentionally Defective Grantor Trust

{3 minutes to read}  Today, we’re going to focus on an estate planning concept called an Intentionally Defective Grantor Trust. This strange name for a trust, sometimes also known as an Intentionally Defective Irrevocable Trust, is a very strong tax shelter for people.

When we are dealing with estate planning, a lot of the focus is […]

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 |2022-02-16T17:06:47+00:00February 16th, 2022|Blog, Estate Planning|0 Comments
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Estate Planning for Families with Special Needs

{5 minutes to read} Today, we’re going to talk about estate planning for families that have special needs children—whether adult or minor children—and what the estate plan needs to consider for these persons with special needs.

Normally, with two children, an estate is equally left to both. However, when there is a child with special needs, […]

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 |2022-02-09T19:56:07+00:00February 9th, 2022|Blog, Estate Planning, Financial Planning|0 Comments
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The Gift of a Lifetime

We are now in December and people are thinking about the holidays and gift giving. Since we all think about what would be a significant or the best gift, I’d like to urge everybody to consider giving a Gift of a Lifetime. Gift of a Lifetime is a program designed for parents and/or grandparents to […]

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 |2021-12-09T15:42:17+00:00December 9th, 2021|Blog, Estate Planning|0 Comments
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Update on Estate Planning and Taxes

{3 minutes to read} Recently, the House created a new proposal for estate tax. Over the next few months, many other taxes are going to potentially be changed and by the end of the year, we are more than likely to have sweeping tax law changes. So, this article is an alert to take advantage […]

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 |2021-10-22T19:03:58+00:00October 22nd, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Premium Financing

{2 minutes to read}  Today, I want to talk about a strategy called Premium Financing. Premium financing is for high-net-worth people who want to purchase permanent life insurance for estate planning purposes. The insurance would provide funds to pay estate taxes, so that the family doesn’t have to liquidate assets such as real estate, businesses, […]

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 |2021-07-23T16:35:10+00:00July 23rd, 2021|Blog, Estate Planning|0 Comments
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Estate Planning 2021

{4 minutes to read}

As the Biden administration ramps up, it’s inevitable that there are going to be some tax law changes. The extent of those changes obviously can’t be predicted, but I think it’s a good topic for people to consider.

Donald Trump put in a very large increase to the amount of wealth that can […]

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 |2021-07-09T15:44:58+00:00July 9th, 2021|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments
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Actuarial Science and Retirement Planning

{5 minutes to read}  Today’s blog is on actuarial science and retirement planning. What moved me to write about this was a recent article in Forbes Magazine by Dr. Wade Pfau, a professor at the American College. His article is titled “Whole Life Insurance in a Lifetime Financial Plan.” What he talks about is a […]

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 |2021-05-20T11:11:45+00:00May 12th, 2021|Annuities, Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments
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Phase 2: Wealth Distribution Cont’d

{3 minutes to read} Today, I want to continue the discussion on the second phase of financial planning, and that is Wealth Distribution and Retirement.

We spend a lot of time with our clients, helping them with plans to generate income in the most efficient manner possible, and as we discussed in prior blogs, on the […]

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 |2021-03-22T17:10:42+00:00March 22nd, 2021|Blog, Estate Planning, Retirement Planning|0 Comments
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Special Needs Planning

{4 minutes to read}  Special needs planning comes about when we have clients that have a dependent (child or adult) who is not going to be able to take care of himself or herself when the parents are gone. Taking care of this special needs individual is a very, very important part of estate planning.

The […]

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 |2021-01-07T11:57:18+00:00January 7th, 2021|Blog, Estate Planning|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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