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Estate Taxes

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 Tax Loss

Under the new Trump Estate Tax Law, many of the clients we talk to feel like they don’t have an estate tax problem. “Estate taxes are so high, and I have a federal exemption that for a husband and a wife, can go up to $22 million, it’s indexed, so I’m […]

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 |2020-02-25T19:15:26+00:00February 16th, 2020|Blog, Estate Planning, Tax Planning|0 Comments
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Changes that May Affect Your Retirement and Estate Planning

“There is nothing permanent except change.” -Heraclitus

{4:48 minutes to read}  As with everything else, the government is always changing things. Part of good financial estate and retirement planning is having plans that work under every circumstance.

Recently, a new tax law was signed and the estate tax laws have once again been changed. I […]

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 |2019-02-12T21:48:16+00:00December 13th, 2018|Blog, Estate Planning, Financial Planning, Retirement 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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