BARBICAN WEALTH - Key Persons

Job Titles:

• Founder & Senior Wealth Strategist

Ken holds both an MBA and MS from Fordham University. He is a well-known speaker on investment and tax topics and has an extensive background in taxation and tax-motivated investment products with more than a decade of Big 4 public accounting experience at both Arthur Andersen and Deloitte. Ken takes great pride in his profession and is diligent in the guidance that he provides his clients. He is constantly educating himself on the timeliest wealth management solutions. Ken maintains FINRA Series 7 - General Securities Representative Examination and FINRA Series 66 - Uniform Combined State Law Examination registrations. In addition to making a difference in the life of his clients, Ken's other passions include spending time with his wife Valerie and their two daughters. He also enjoys reading, golf, badly playing guitar and watching his beloved NY Mets.

Only one-third of adults have an estate strategy document such as a will in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they're gone. 1 But a will is an instrument of power. Creating one gives you control over the distribution of your assets. If you die without one, the state decides what becomes of your property without regard to your priorities. A will is a legal document by which an individual or a couple (known as "testator") identifies their wishes regarding the distribution of their assets after death. A will can typically be broken down into four main parts. 1. Executors - Most wills begin by naming an executor. Executors are responsible for carrying out the wishes outlined in a will. This involves assessing the value of the estate, gathering the assets, paying inheritance tax and other debts (if necessary), and distributing assets among beneficiaries. It's recommended that you name at least two executors, in case your first choice is unable to fulfill the obligation.