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{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.
{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.
{3:48 minutes to read} The federal government continually changes the rules of the game when it comes to estate taxes, making it difficult to plan our lives. Just because the exemption amount for taxable estates has moved up to $5,450,000 per person this year, (a couple can pass 2 times that or $10,900,000), does not give people the ability to properly plan their estate by ignoring estate planning.
{1:36 minutes to read} I'm pleased to provide you a document we call The Key Numbers for 2016. The document outlines changes that the government makes each year pertaining to financial planning, pensions, estate planning, income taxes, etc.
{1:36 minutes to read} Today I want to talk about life insurance and estate planning for those that can afford it and are insurable. Like peanut butter and chocolate in a Reese's peanut butter cup, life insurance and an irrevocable trust are 2 things that go great together.
{2:30 minutes to read} In a prior blog, we talked about a concept that is still very popular today called life insurance premium financing. Life insurance premium financing is a strategy that takes advantage of a low interest rate environment. It's not for the many, but it's definitely for the few.
{4:10 minutes to read} Going into 2015, we've experienced the continuation of what has been a low-interest-rate environment. While this is a good thing for people who are applying for mortgages, it might not be the best thing for your financial plan when it comes to investing. However, it might be a great opportunity for your estate plans.
{1:20 minutes to read} Many people are trying to manage life insurance policies, whether they’re policies on their own life, or policies in a trust for which they are a trustee. You have to make the best policy decisions.
One idea that we would like to share with the advisors we work with is a concept that many people have found to be worthwhile. We call it, Gift Of A Lifetime or GOAL.
When we look very closely at things, we sometimes get a distorted view. Let's say we are looking closely at the ground. If we place a level on the ground, we can see that the earth we are walking on is flat. But as we move up and away from the ground, eventually we can start to see that the earth is actually not flat, but is round.
