Entries by f2819644

Death Duties – State Estate Tax and Inheritance Tax 2017 – Wall Street Journal – 06/17/17

Click to Enlarge Death Duties – State Estate Tax and Inheritance Tax 2017 Eighteen states plus the District of Columbia still have an estate tax, an inheritance tax, or both, but many states have reduced these levies in recent years.  Here are the top rates and exemptions for 2017. Click Here for Your Long Term […]

Lincoln MoneyGuard II Combination Life and Long Term Care Insurance Review – Long Term Care University – 06/15/17

    Long Term Care University – Question of the Month – 06/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid).  Can you please review the Lincoln MoneyGuard […]

Tax Diversification 2017 – 06/01/17

    Money Matters – Skloff Financial Group Question of the Month – June 1, 2017 By Aaron Skloff, AIF, CFA, MBA Q: While we are familiar with asset allocation and portfolio diversification, we are not familiar with tax diversification. What is tax diversification and what advantages may it provide? A: The Problem — Understanding […]

Minnesota Life SecureCare Combination Life and Long Term Care Insurance Review – Long Term Care University – 05/15/17

    Long Term Care University – Question of the Month – 05/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the Long Term Care University article that compares Traditional to Combination Life and Long Term Care (LTC) Insurance and prefer the Combination policy (or Hybrid).  Can you please review the Minnesota Life […]

Combination Life and Long Term Care Insurance Policy Types – Long Term Care University – 04/15/17

    Long Term Care University – Question of the Month – 04/15/17 Research By Aaron Skloff, AIF, CFA, MBA Q: We read the article ‘Traditional Versus Combination Life and Long Term Care Insurance’ and decided we want to purchase a Combination policy.  When comparing two Combination policies we realized one of the policies explicitly […]