The Wall Street Journal Weekend Investor – Family Value – February 19, 2011 Family Businesses Catch a Big Break By Anne Tergesen To recap: As part of the tax deal passed by Congress late last year, the gift-tax exemption jumps to $5 million from $1 million for individuals and to $10 million from $2 million […]
Long Term Care University – Question of the Month – 02/15/11 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching provide a marital or partner discount and a couples discount. Can you explain what that means and what advantages it may provide? The Problem – Foregoing […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – February 2, 2011 By Aaron Skloff, AIF, CFA, MBA Q: My employer has awarded me numerous stock options over the years. When can I exercise these employee stock options and what are the tax ramifications? A: The Problem. Many employers award […]
Long Term Care University – Question of the Month – 01/15/11 By Aaron Skloff, AIF, CFA, MBA Q: How do I qualify for benefits from my long term care insurance policy? The Problem – Tall Tales of Insurance Companies Denying Benefits to Long Term Care Insurance Policyholders Tall tales about long term care insurance companies […]
Long Term Care University – Question of the Month – 12/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Rather than paying for our long term care insurance premiums throughout the life of our policies, can we choose limited payment options? What advantages might we gain from limited payment options? The Problem – Paying Long Term […]
Long Term Care University – Question of the Month – 11/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Since purchasing long term care insurance is such an important financial decision for us, it is critical to understand the industry’s claims paying history. What important factors should we know about the industry’s claims paying history? The […]
The Independent Press Money Matters – Skloff Financial Group Question of the Month – November 3, 2010 How Should You Handle a Partner’s Death? By Aaron Skloff, AIF, CFA, MBA Q: What happens to my partner’s ownership stake in our company if he passes away? A: Without a plan the remaining owners must contemplate a […]
Long Term Care University – Question of the Month – 10/15/10 By Aaron Skloff, AIF, CFA, MBA Q: Some of the long term care insurance policies I am researching allow for a restoration of benefits. Can you explain what that means and what advantages it may provide? The Problem – Your Long Term Care Insurance […]
