Entries by f2819644

Insure or Self-Insure for Long Term Care? – Part 1 – Long Term Care University – 07/15/24

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    Long Term Care University – Question of the Month – 07/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We are concerned about the exorbitant costs for long term care.  Should we insure or self-insure our long term care costs? The Problem – Paying for Long Term Care According to the U.S. Department […]

5 Questions With Fidelity: Strategies To Manage Estate Taxes – Fidelity Investments – 06/28/24

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5 Questions With Fidelity: Strategies To Manage Estate Taxes Careful estate tax planning can help protect your legacy. The latest 5 Questions with Fidelity looks at this subject in detail. We go over everything that could be included in your estate, how different types of assets are valued, the effect of current tax legislation, what […]

Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024 – Part 4 – Long Term Care University – 06/15/24

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    Long Term Care University – Question of the Month – 06/15/24 Research By Aaron Skloff, AIF, CFA, MBA Q: We read ‘Tax Benefits of Hybrid Life and Long Term Care Insurance Versus Hybrid Life Insurance with Care Riders 2024’ Part 1, and Part 2 and Part 3. Can you give examples of the […]