Encore: Estate Planning in 2026: Trusts, Wills & Market Outlook
In case you missed it...
Markets continued climbing despite geopolitical turmoil—but what's really driving stocks higher?
In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella discuss why markets remained resilient despite global uncertainty, why diversified portfolios outperformed, and what investors should watch as market conditions continue to evolve.
They are joined by Harold Bollaci, Esq., of Bollaci Law, who shares practical estate planning strategies every family should know—from wills and trusts to beneficiary designations, probate avoidance, and New York estate tax planning.
In this episode:
✔ Why markets recovered despite geopolitical tensions
✔ Why the Magnificent Seven weren't leading the rally
✔ Equal Weight vs. Market Weight investing explained
✔ The four essential estate planning documents
✔ Why beneficiary designations should be reviewed regularly
✔ How trusts can help avoid probate delays
✔ New York estate tax strategies for growing estates
Whether you're building wealth or protecting it for the next generation, this conversation offers timeless insights for investors and families alike.
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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov._ Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/