ESTATE PLANNING – Swan Wealth

Tax Law Changes for 2023
Tax Law Changes for 2023

Tax Law Changes for 2023

{2 minutes to read} In the beginning of the year, we try and create a communication to all of our friends and clients, and people we know, about what changes are taking place from a tax perspective. There are lots of changes every January, and this year is no exception.

Each year, […]

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|2023-04-24T16:25:27+00:00April 4th, 2023|Blog, Estate Planning, Financial Planning, Tax Planning|0 Comments

Estate Planning for Families with Special Needs
Estate Planning for Families with Special Needs

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 Michael Fliegelman|2022-02-09T19:56:07+00:00February 9th, 2022|Blog, Estate Planning, Financial Planning|0 Comments

Why Should You Give Us a Call?
Why Should You Give Us a Call?

Why Should You Give Us a Call?

{4 minutes to read} Today I want to talk about three subjects:

What do we actually do?
How can we help?
Why should you consider working with us?

What Do We Actually Do?

What we do is very diverse. We go under the heading of providing financial planning, but many times people don’t want to do 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 Michael Fliegelman|2020-09-23T11:40:06+00:00September 23rd, 2020|Blog, Estate Planning, Financial Planning, Retirement Planning|0 Comments

Estate Planning Opportunities Courtesy of the Coronavirus
Estate Planning Opportunities Courtesy of the Coronavirus

Estate Planning Opportunities Courtesy of the Coronavirus

{4 minutes to read}

First and foremost, I want to encourage everyone to do their best to stay healthy and be safe practicing social distancing. As I say to everybody, stay home, stay safe, and stay sane during this difficult period that we’re going through.

Whenever we go through difficult periods, […]

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|2020-05-08T17:29:12+00:00May 1st, 2020|Blog, Estate Planning, Financial Planning, Insurance Planning, Retirement Planning|0 Comments

Smart Estate Planning: The Demise of the Stretch IRA
Smart Estate Planning: The Demise of the Stretch IRA

Smart Estate Planning: The Demise of the Stretch IRA

{3 minutes to read} Today, I want to talk about the new legislation called the SECURE Act. As we reported in an earlier blog, the SECURE Act was signed into law recently and one of the major components of the Act is to reform the stretch IRA, which allowed people who […]

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|2020-05-01T20:08:56+00:00April 20th, 2020|Blog, Estate Planning|0 Comments

The SECURE Act of 2019
The SECURE Act of 2019

The SECURE Act of 2019

{2 minutes to read} Today, I want to talk about new retirement plan rules based upon the SECURE Act of 2019. SECURE stands for Setting Every Community Up for Retirement Enhancement and there are some major changes for qualified […]

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|2020-03-25T10:48:57+00:00March 22nd, 2020|Blog, Financial Planning, Insurance Planning, Retirement Planning, Tax Planning|0 Comments

How Do You Define Good Planning?
How Do You Define Good Planning?

How Do You Define Good Planning?

{2 minutes to read} Today, I want to talk about what happened to me while I was visiting an advisor that works through my organization. She shared with me how someone had passed away, hadn’t done the planning, and didn’t have adequate life insurance. The family was desperate for money for last […]

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|2019-11-20T18:37:20+00:00November 19th, 2019|Blog, Estate 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