Category Archives: Estate Planning

What Impact Does Chronic and Custodial Healthcare Costs Have on Retirement?

Written by Stephen Ostrofsky, CFP® During a recent client meeting with a client, we reviewed their retirement benefits designed to provide for health care costs during retirement. The retirement benefits provided significant sums to my client, but was it enough to offset expected health and custodial care costs? What we found is that many retirees…

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

Life Settlements might seem not at all morbid to some Boca Raton residents but they mean big bucks for those who understand how to sell their unwanted life insurance contracts. Owners of life insurance policies who may or may not be the insured can sell ownership interest to a non-related third party. The life insurance…

Manage Your Wealth Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

Managing your estate to maximize your wealth for you and your family can be accomplished through the use of two types of charitable trusts. Charitable Remainder Trusts (CRTs) and Charitable Lead Trusts (CLTs) are two types of trusts known as, split-interest trusts used by individuals and families for managing taxes in an estate plan while…

Estate Planning Primer: No Plan Can Lead to Unintended Consequences

Every individual has an estate, whether they manage their estate or not, certain rules apply which may result in unintended consequences, unless an estate plan is developed. The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act. The estate plan that is designed to…

Category Archives: Estate Planning

What Impact Does Chronic and Custodial Healthcare Costs Have on Retirement?

Life Settlements Offer Boca Raton Residents Opportunity to Unlock Value of Unwanted Life Insurance Policies

Manage Your Wealth Using Trusts to Maximize Charitable Giving While Minimizing Estate Taxes

Estate Planning Primer: No Plan Can Lead to Unintended Consequences

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Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year

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What Impact Does Chronic and Custodial Healthcare Costs Have on Retirement?

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