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ARTICLES

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Barry Boscoe

1 day ago

Is Your Life Insurance Policy an Untapped Gold Mine?

Barry Boscoe

Jan 12

The Power of a Wish Letter: Adding Heart to Your Estate Plan

Barry Boscoe

Dec 13, 2025

Understanding Special Needs Trusts: A Practical Guide

Barry Boscoe

Nov 12, 2025

Critical Financial Priorities During a Spouse's Health Crisis

Barry Boscoe

Oct 13, 2025

Timing Your RMDs: A Tax-Smart Approach

Barry Boscoe

Sep 12, 2025

Breaking the Three-Generation Curse: How Strategic Estate Planning Protects Your Family's Legacy

Barry Boscoe

Aug 12, 2025

The Tangible Property Regulations: History, Requirements, and Compliance Strategies

Barry Boscoe

Jul 10, 2025

The Least Understood Tax-Advantaged Strategy

Barry Boscoe

Jun 12, 2025

Understanding Medicare: Critical Enrollment Guidelines

Barry Boscoe

May 12, 2025

Managing Taxes on Inherited Annuities

Barry Boscoe

Apr 14, 2025

Understanding Disability Income Protection

Barry Boscoe

Mar 13, 2025

IRA Waivers for Scam Victims: Limited Relief Amid Growing Sophistication

Barry Boscoe

Feb 11, 2025

Understanding Fixed Annuities: A Secure Retirement Investment Option

Barry Boscoe

Jan 13, 2025

Choosing the Right Charitable Vehicle for Multi-Generational Impact; PIF vs. CRT

Barry Boscoe

Dec 11, 2024

Selecting the Right Trustee

Barry Boscoe

Nov 12, 2024

Can You Change an Irrevocable Trust? Yes, But Be Careful

Barry Boscoe

Oct 10, 2024

Spousal Lifetime Access Trusts (SLATs) The Good and the Bad

Barry Boscoe

Sep 10, 2024

Understanding the California Homestead Exemption Types: Automatic vs. Declared

Barry Boscoe

Aug 1, 2024

Rethinking Your Life Insurance: Alternatives When It's No Longer Needed

Barry Boscoe

Jul 15, 2024

What is the Optimal Timing for Social Security Benefits Why Age Matters

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