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ESTATE PLANNING

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.

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.

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:

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.

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

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.

By |2016-10-20T02:44:09+00:00April 11th, 2016|Blog, Estate Planning|0 Comments

Have You Protected Your Most Valuable Asset?

{1:42 minutes to read} While we can accumulate money and assets, there is one asset above all others that needs protection. That asset is our ability to continue to earn income. How do we protect it? With quality disability income insurance.

Life Insurance and Irrevocable Trust – The Peanut Butter Cup of Insurance

{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.

By |2019-07-20T06:40:13+00:00September 3rd, 2015|Blog, Estate Planning, Insurance Planning|0 Comments