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Mitlin Minute: Business Owner Exit Strategy
Mitlin Minute: Business Owner Exit Strategy This edition of Mitlin Minute discusses some key issues a business owner should consider when thinking about their exit strategy. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.mitlin …
Dying Without a Will: “The Prince Story”
What would the future hold for your family and loved ones if you were to unexpectedly pass tomorrow? Would they be in a position to handle all of your affairs in addition to the funeral arrangements and other stressors inherent with your unexpected death? What would happen to all of the ass …
Mitlin Minute: “The Prince Problem”-Dying Without A Will
Mitlin Minute: “The Prince Problem”-Dying Without A Will This edition of Mitlin Minute discusses the importance of having a will and addressing your estate planning. Please feel free to contact us with any questions at (631) 952-4466 x12. Visit us at www.m …
Your Financial Diagnosis
For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.
Corporate Retirement Plan Fiduciary
The forever changing regulatory environment within the financial services industry has brought about many significant changes and improvements over the years. It is evident that the industry’s ongoing evolution has been beneficial to individual investors. The governing and regulatory …
Common Questions: Wills v. Trusts
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
