Tony Apostolidis

Practice

38 years as a Financial Planner. Hold the designations of CFP®, CEPA®, CPFA®. Although I don’t write estate plans, we review existing plans, and suggest strategies for change. Help with the structure of new plans. Meet with client’s attorneys, professional fiduciaries and tax professionals. Generally, we are the center hub of the financial planning team and makes sure that all aspects work together.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Analyzing proposed transactions for estate and gift tax implications
• Charitable gift planning
• Designing estate plans
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.