henry@thetolicentereast.com
(516) 695-4662
Home
What We Do
Who We Are
Testimonials
Media Resources
Press
Articles
Videos
Webinars
Forms and Calculators
Forms
Retirement Age Calculator
Retirement Savings Calculator
Nest Egg Calculator
Mortgage Calculator
Loan Calculator
ABA FLAGSHIP BOOK
Contact
Home
What We Do
Who We Are
Testimonials
Media Resources
Press
Articles
Videos
Webinars
Forms and Calculators
Forms
Retirement Age Calculator
Retirement Savings Calculator
Nest Egg Calculator
Mortgage Calculator
Loan Calculator
ABA FLAGSHIP BOOK
Contact
Articles
Accounting Today (August 2024): Avoid This Common Retirement Blunder
Read More
August 13, 2024
/
Articles
Bloomberg Tax (April 2024): Help Clients Confront Morbid Life Truths to Protect Their Assets
Read More
April 24, 2024
/
Articles
Accounting Today (January 2024): What accountants and their clients should know about life insurance
Read More
January 16, 2024
/
Articles
Bloomberg (July 2023) When Premature Life Insurance Expiration Disrupts an Estate Plan
Read More
July 21, 2023
/
Articles
Bloomberg Tax: Maintaining the Life Insurance Coverage in an ILIT
Read More
July 21, 2023
/
Articles
Maintaining Life Insurance Coverage in a Life Insurance Trust (ILIT) – Bloomberg Estates, Gifts & Trusts Journal (March 2023)
Read More
February 24, 2023
/
Articles
Bloomberg Estate Gifts & Trusts Journal (September 2022) – Using Life Insurance To Supplement Retirement
Read More
September 19, 2022
/
Articles
Bloombergs Estates Gifts & Trusts Journal (May 2020) – What The Attorney and CPA Need To Do To Protect Themselves & Their Family
Read More
May 18, 2022
/
Articles
What The CPA & Attorney Need To Know About The Living Benefits of a Life Insurance Policy
Read More
March 23, 2022
/
Articles
Bloomberg Estate Gifts And Trusts Journal (Jan 2022) Expanding The Benefits of a Family Office to the High Net Worth Client
Read More
January 18, 2022
/
Articles
ACCOUNTING TODAY (Jan. 4, 2022) TAX PLANNING WITH PRIVATE PLACEMENT LIFE INSURANCE
Read More
January 5, 2022
/
Articles
Accounting Today (January 2022): Private Placement Life Insurance in the Family Office
Read More
January 5, 2022
/
Articles
Bloomberg Tax (November 2021): Private Placement Life Insurance in Estate & Income Tax Planning
Read More
November 22, 2021
/
Articles
BLOOMBERG Tax Report (Oct. 2021) – The LESSER KNOWN USES OF LIFE INSURANCE
Read More
October 11, 2021
/
Articles
Bloomberg’s Tax Report (October 2021): The Lesser-Known Uses of Life Insurance
Read More
October 10, 2021
/
Articles
Accounting Today (Oct 2021) What The Attorney Needs To Know About Paying For Long-Term Care Expenses
Read More
October 6, 2021
/
Articles
Accounting Today (October 2021): What the Attorney Needs to Know About Paying for Long Term Care Expenses
Read More
October 5, 2021
/
Articles
Bloomberg Estates, Gifts & Trusts Journal. (Sept 2021) – What the Advisor Should Know About a Client’s Life Insurance
Read More
September 10, 2021
/
Articles
Bloomberg Estates, Gifts & Trusts Journal (Sept. 2021) – What The Advisor Should Know About a Client’s Life Insurance
Read More
September 10, 2021
/
Articles
BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL: WHAT THE ADVISOR & TRUSTEE MUST KNOW ABOUT A CLIENTS INDIVIDUALLY OWNED AND TRUST-OWNED LIFE INSURANCE (MAY 2021)
Read More
May 21, 2021
/
Articles
,
Uncategorized
NYSBA Trusts and Estates Journal: What the Attorney Should Know About Living Benefits in a Life Insurance Policy (April 2021)
Read More
May 3, 2021
/
Articles
,
Uncategorized
Accounting Today: The Advisors’ & Trustees’ Guide to Managing TOLI (April 2021)
Read More
April 23, 2021
/
Articles
,
Uncategorized
Life Insurance Info You May Not Be Aware Of
Read More
March 30, 2021
/
Articles
,
Uncategorized
Bloomberg Tax: Estate Planning Opportunities Under the New Administration
Read More
March 30, 2021
/
Articles
,
Uncategorized
Accounting Today: Benefits of a Funded Buy-Sell Agreement
Read More
March 26, 2021
/
Articles
Bloomberg Estates Gifts & Trust Planning Opportunities: Estate Planning Opportunities Under the New Administration
Read More
March 24, 2021
/
Articles
Bloomberg Daily Tax Report: Supplementing Retirement Income for the Executive or Business Owner
Read More
February 4, 2021
/
Articles
Smartly Supplementing Your or Your Client’s Retirement Income, Bloomberg Estates Gifts & Trusts Journal Jan 2021
Read More
January 13, 2021
/
Articles
ACCOUNTING TODAY DEC 2020. MAXIMIZING LONG -TERM CARE INSURANCE COVERAGE
Read More
December 22, 2020
/
Articles
,
Uncategorized
Protecting Retirement Assets and Lifestyle from Cognitive Impairment
Read More
November 23, 2020
/
Articles
,
Uncategorized
Accounting Today: Safeguarding Clients from Long-Term Care Costs
Read More
November 23, 2020
/
Articles
,
Uncategorized
NYSBA Summer 2020. ‘Life Settlement Interest Spikes During Pandemic’
Read More
August 27, 2020
/
Articles
Wealth Management: Life Insurance During the Pandemic
Read More
July 24, 2020
/
Articles
Bloomberg Estate, Gifts, and Tax Journal: Estate & Life Insurance Considerations During the Coronavirus Pandemic
Read More
July 2, 2020
/
Articles
Bloomberg Tax Daily Tax Report: Estate and Life Insurance Considerations During the Covid-19 Pandemic
Read More
June 19, 2020
/
Articles
Accounting Today: How a life settlement can help a client during a pandemic
Read More
June 18, 2020
/
Articles
,
Uncategorized
NYSBA Webinar: The Impact of COVID-19 on Client’s Life Insurance & the SECURE ACT (Short version)
Read More
June 5, 2020
/
Articles
,
Videos
Accounting Today: Changes to changes: Financial planning after the CARES Act and the SECURE Act
Read More
June 3, 2020
/
Articles
BLOOMBERG TAX: Planning Alternatives & Considerations as a Result of the SECURE ACT
Read More
March 10, 2020
/
Articles
,
Uncategorized
BLOOMBERG: What the Non-Insurance Advisor Needs to Understand About Indexed Universal Life Insurance
Read More
February 18, 2020
/
Articles
Accounting Today: Voices What CPAs should understand about premium financing
Read More
September 20, 2019
/
Articles
NY State Bar Association Senior Lawyer Fall 2019: The Little Known and Understood Living Benefits of Life Insurance
Read More
September 18, 2019
/
Articles
Accounting Today: SECURE Act Would Have An Impact on 401(k)s and Profit-Sharing Plans
Read More
July 15, 2019
/
Articles
Bloomberg: Hybrid Life Insurance and the Pension Protection Act of 2006 — Bloomberg Tax Management Estates, Gifts, and Trusts Journal
Read More
July 8, 2019
/
Articles
Accounting Today: SECURE Act offers possible retirement strategies for accountants to discuss with clients
Read More
June 6, 2019
/
Articles
Accounting Today: Providing guidance to obtain financing for the self-employed
Read More
May 9, 2019
/
Articles
Trusts & Estates April 2019: What the Advisor Should Know About Combo Life Policies
Read More
April 19, 2019
/
Articles
,
hybrid life insurance
,
life insurance
,
long-term care
Is Association Term Insurance Really A Good Deal?
Read More
March 4, 2019
/
Articles
Wealth Management Feb 2019, Association Term Insurance
Read More
February 21, 2019
/
Articles
VJR Attny Guest Blog Sept 2018
Read More
February 8, 2019
/
Articles
Guest blog for Tenenbaum Law, P.C. — The Many Reasons Not to Look at your Life Insurance Policies
Read More
January 29, 2019
/
Articles
,
Uncategorized
Guest Blog Mitlin Financial — The Many Reasons To Look At Your Life Insurance Policies
Read More
December 13, 2018
/
Articles
Voices: Stop deducting medical expenses. Here’s what to do instead — Accounting Today
Read More
November 28, 2018
/
Articles
WEALTH MANAGEMENT OCT 2018 ‘DEALING WITH INCREASING COSTS OF INSURANCE.’
Read More
October 2, 2018
/
Articles
,
Uncategorized
Bloomberg Tax Daily Tax Report | SEPT 2018 REMEDIES TO MISMANAGED LIFE INS
Read More
September 11, 2018
/
Articles
BLOOMBERG ESTATE GIFTS AND TRUSTS JOURNAL SEPT 2018, ‘REMEDIES TO MISMANAGED LIFE INS’
Read More
September 6, 2018
/
Articles
NYSBA Senior Lawyer Summer 2018, What Attorneys Need to Know About Life Insurance
Read More
June 25, 2018
/
Articles
Guest Post — Futterman & Lanza, LLP, May 2018: Why You Should Take a Look at Your Life Insurance Policy
Read More
May 9, 2018
/
Articles
Accounting Today – Voices Multiple uses of a deferred compensation plan in the workplace
Read More
May 1, 2018
/
Articles
Wealth Management – The Power of Deferred Compensation Plans
Read More
March 9, 2018
/
Articles
Wealth Management – The Impact of Rising Costs on Non-Guaranteed Life Insurance
Read More
February 21, 2018
/
Articles
Genser Cona, Feb 2018: Protecting Retirement Assets From a Cognitive or Physical Impairment
Read More
February 1, 2018
/
Articles
Accounting Today – What the CPA Must Know About Life Insurance
Read More
September 19, 2017
/
Articles
,
News
TaxStringer – Montag Discusses State of Affairs of the Life Ins Industry NYSSCPA Tax Stringer
Read More
August 19, 2017
/
Articles
,
News
Tax Facts – Feb 2017 Montag Discusses Trustee Rescue
Read More
February 19, 2017
/
Articles
,
News
LONG TERM CARE INSURANCE 1980 – 2015 — Excerpts from ABA Book “An Advisors’ & Trustees’ Guide to Managing Risk” 2017
Read More
January 21, 2017
/
Articles
Tax Stringer – Montag Discusses Insurance Issues – The Life Insurance Policy Lapse and Litigation Crisis: What CPAs Need to Know in Order to Avoid a Client Crisis and Create a Glide Path to Safety
Read More
January 1, 2017
/
Articles
,
News
Trusts and Estates – Montag Discusses Insurance Issues – The Life Insurance Policy Crisis
Read More
December 18, 2016
/
Articles
,
News
Wall Street Journal — Low Rates Are Tormenting Insurers–and Their Customers; Long-term-care Policies are among hardest-hit
Read More
August 21, 2016
/
Articles
Protecting Your Client From Long-Term Care Costs and Their Solutions
Read More
May 21, 2016
/
Articles
Seeking Alpha Website -“What’s This Problem I’m Reading About Regarding Universal Life Insurance?”
Read More
March 14, 2016
/
Articles
,
News
VJR Website January 28, 2016 “Is your Life Insurance Still Fulfilling its Objectives”
Read More
January 28, 2016
/
Articles
,
News
Protecting Retirement Assets and Lifestyle From Cognitive Impairment — SCWBA
Read More
November 21, 2015
/
Articles
,
Uncategorized
Protecting Retirement Assets & A Lifestyle From Cognitive Impairment
Read More
October 21, 2015
/
Articles
AccountingToday – Containing Long-Term Care Costs
Read More
July 8, 2015
/
Articles
,
News
Protecting Retirement Assets and Lifestyle from Cognitive Impairment
Read More
June 6, 2015
/
Articles
Accounting Today – What Accountants Should Know about Life Insurance Policy Evaluations
Read More
June 2, 2015
/
Articles
,
News
Suffolk County Women’s Bar Association of the State of New York – Protecting Retirement Assets and Lifestyle From Cognitive Impairment
Read More
June 2, 2015
/
Articles
,
News
New York State Society of CPA’s – “Questions Regarding Life Ins that Need to be Asked” Henry Montag CFP
Read More
May 18, 2015
/
Articles
,
News
New York State Bar Association – Avoiding Consequential Liabilities for Trustees of Trust-Owned Life Insurance
Read More
April 18, 2015
/
Articles
,
News
NYSBA – Elder and Special Needs Law Journal – Is Your Client’s Trust Accomplishing Its Objectives?
Read More
September 18, 2014
/
Articles
,
News
The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”
Read More
September 18, 2014
/
Articles
,
News
The CPA’s Guide to Prematurely Expiring Privately Owned & Trust-Owned Life Insurance (TOLI)
Read More
June 29, 2014
/
Articles
,
News
Effective use of Life Settlements in Planning National Conference of CPA Practitioners newsletter,
Read More
June 18, 2014
/
Articles
,
News
TaxFacts Online – PRODUCT SUITABILITY – THE NEEDED FRESH LOOK FOR TRUST-OWNED LIFE INSURANCE
Read More
June 2, 2014
/
Articles
,
News
N. Y. State Bar Association, The Senior Lawyer Section – Henry Montag Discusses Benefits of an Independent Life Insurance Policy Performance Evaluation.
Read More
May 18, 2014
/
Articles
,
News
TaxFactx Online – The Lapsing TOLI Policy Crisis
Read More
May 18, 2014
/
Articles
,
News
National Conference of CPA Practitioners – Is your Trust Fulfilling Your Objectives
Read More
April 18, 2014
/
Articles
,
News
National Underwriter Tax Facts – by E. Randolph Whitelaw, AEP® (Distinguished) and Henry Montag, CFP, CLTC – “Getting Life Insurance Done Right”
Read More
April 18, 2014
/
Articles
,
News
National Underwriter Tax Facts – Developing a TOLI Risk Management Process – by Henry Montag CFP, CLTC & Randolph Whitelaw AEP, Distinguished
Read More
March 18, 2014
/
Articles
,
News
Financial Service Professional Magazine – Assisting the Unskilled Trustee
Read More
March 18, 2014
/
Articles
,
News
N.Y State Society of CPA’s – Developing a Prudent TOLI Risk Management process – Henry Montag CFP, Randy Whitelaw AEP (Distinguished)
Read More
March 3, 2014
/
Articles
,
News
NY State Bar Association Law Journal Importance of a Life Insurance Performance Evaluation Winter 2014
Read More
January 18, 2014
/
Articles
,
News
Suffolk County Women’s Bar Association Newsletter – The Paramount Importance of a Life Insurance Audit
Read More
December 18, 2013
/
Articles
,
News
National Conference of CPA Practitioners Newsletter – The Paramount Importance of a Life Insurance Audit
Read More
November 18, 2013
/
Articles
,
News
L.I. Financial and Tax Planning – Successful Succession Planning Strategies for Your Family Business – By Henry Montag
Read More
April 18, 2012
/
Articles
,
News
Put Old On Hold – Responsibilities And Thoughts For Business Owners
Read More
May 18, 2011
/
Articles
,
News
New Strategies for Long-Term Care
Read More
April 21, 2010
/
Articles
