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Advisor Succession Planning

While taking inventory of your individual financial circumstances, have you considered what’ll happen to your hard earned assets upon your demise? Have you given sufficient thought to the process by which the beneficiaries and heirs to your estate will come to inherit those assets? Will the …

Mitlin Minute: Succession Planning

Mitlin Minute: Succession Planning This edition of the Mitlin Minute features the idea of succession planning.  Does your advisor have a succession plan?  Do you know what it is? Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.m …

Cost Basis Step-Up

What’s the single biggest expense that you will incur during your lifetime? You guessed it, taxes! Nobody enjoys giving away their hard earned dollars to the Tax Man. This is all the more reason to take advantage of any rare instances where tax implications can be minimized. A step-up …

Mitlin Minute: Cost Basis Step Up

Mitlin Minute: Cost Basis Step Up This edition of the Mitlin Minute features the use of a step up in cost basis.  This strategy is sometimes overlooked when a loved one passes away. Please feel free to contact us with any questions at (631) 952-4466 x12.   Visit us at www.mit …

Win the Game of Life (Insurance)

Life insurance is one of the most versatile financial assets available to us. Few solutions carry as many tax advantages, may be used in as wide a variety of situations, and come at such a range of cost. We do not get this variety of applications without a wide array of policy options avail …

How to Teach Your Teenager to Invest

Teens have the great advantage of time, but how do you get them interested in investing? TIM OLSEN BOUGHT HIS first stock when he was 8. His parents set up custodial accounts for both of their children, believing that outside of a savings account, investing in stocks was the best way for th …

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