Eric Dostal

J.D., CFP®
Personal Finance, Retirement, Taxes
96%
Helpful
87
Answers
8
Articles
39
Followers
“Eric Dostal is an Advisor at Sontag Advisory an independent registered investment advisory firm that serves clients in over 30 states and acts as a wealth manager, investment adviser, consultant, and fiduciary.”
Firm:

Sontag Advisory

Job Title:

Advisor

Biography:

A believer in continuing professional development, Eric Dostal obtained the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation, and graduated with a JD from St. John’s University School of Law. Eric recognizes the challenges investors face when planning their retirement and therefore he helps clients retire when and how they would like. Eric focuses primarily on providing affluent and high net worth individuals with expert, comprehensive and impartial financial planning advice to help those individuals achieve their unique life goals.

After joining Sontag Advisory in 2013, Eric has worked extensively with clients over the past 4+ years to create and implement their unique financial plans. Eric has demonstrated a high degree of skill developing and overseeing the investment, insurance, retirement, tax and estate planning strategies of his clients.

Eric currently lives in Merrick, New York with his wife Jamie and daughter Madeline. When not in the office, you can often find him spending time with family and friends. He also recharges by sitting down with a good book and honing his culinary skills.

Education:

JD, St. John's University School of Law
B.A. - History, SUNY Geneseo

Fee Structure:

Fee only

Videos
  • Eric Dostal
All Articles
Sort By:
Most Helpful
July 2016
    Financial Planning, Investing, Retirement Savings
April 2017
    Debt, Real Estate, Tax Deductions / Credits
July 2017
    Investing, Personal Finance, Starting Out
April 2017
    Estate Planning
March 2017
    College Tuition, IRAs

All Answers
Sort By:
Most Helpful
    Estate Planning, Real Estate
What should I do with an unwanted inheritance?
100% of people found this answer helpful

You are typically allowed to refuse a gift or inheritance through a valid “disclaimer”. After disclaiming the property, it would pass on to the next beneficiary as if you had pre-deceased the person who you are inheriting the property from. In order for the disclaimer to be valid and legally binding, you typically need to: 1) have the disclaimer in writing; 2) give that written disclaimer to the person who is controlling the administration of the estate, typically called an executor; 3) complete steps 1 & 2 within 9 months of the date of death of the decedent; and 4) refuse to accept any benefit from the property you are attempting to disclaim. Would recommend you review the above with local counsel licensed to practice in your State.  

August 2017
    Personal Finance, Starting Out
Should an 18 year old with their first job get a debit or credit card?
100% of people found this answer helpful
July 2017
    Estate Planning, Real Estate, Taxes
What are the taxes on a trust account property?
100% of people found this answer helpful
September 2017
    Personal Finance, Starting Out
If you had to give a young adult one piece of financial advice, what would it be?
93% of people found this answer helpful
April 2017
    Investing, Bonds / Fixed Income, Stocks
Should I keep bonds in my portfolio if interest rates rise?
93% of people found this answer helpful
March 2017